What do you need to consider when passing on wealth and what concerns do you have? We address these questions and shed light on the interplay between future income streams, inflation, savings rates, and potential returns.
Taking investment risks into retirement webinar
19 October 2023
Olly Cheng, client relationship manager and Christy Lombard, tax advantaged investment specialist and business development manager discuss the key considerations when passing on wealth. They also discuss concerns that you may have about things beyond our control, such as how short or long your retirement might be. They also shed light on the interplay between future income streams, inflation, savings rates, and potential returns.