06 May 2024
GENERATIONAL WEALTH AND LEGACY PLANNING : GETTING IT RIGHT
GENERATIONAL WEALTH AND LEGACY PLANNING : GETTING IT RIGHT
In this interactive and informal workshop we will examine typical real life case studies which will:
•Present and discuss the challenges for families and relationships in the arena of generational wealth and legacy planning
•Challenge and debunk the commonly held myths around generational wealth and legacy planning
•Discuss the importance of “getting it right” and demonstrate how to do this.
The discussion be will hosted by Elaine Bowes - Head of Marketing and Communications at PCU-
And lead by:
•David Frederick - an ICAEW authorised probate accountant and President of The AAT 20-21. Founder and Managing Partner of Marcus Bishops Associates
•Jerran Whyte-a Chartered Member of the MCSI and founder and Managing Partner of FCA regulated firm Belvedere Wealth Management.
This is a free event which will be delivered on the Zoom platform at 6.30pm on 23rd May 2024
