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Cascading Your Wealth: How to Build a Family Wealth Plan for the Next Generation (Paperback) (ISBN-13: 9781781336403)
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Marlene Outrim
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Books
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Description
xDo you want to live your life well and enjoy financial security while leaving a legacy for family members?
Cascading Your Wealth is a comprehensive guide to putting your affairs in order and making the right choices now about how to pass on your wealth without compromising your current lifestyle.
It discusses the practical, emotional and psychological factors that affect intergenerational wealth and explains the six steps to creating a clear and detailed Family Wealth Plan. This will ensure your wishes can be carried out tax-efficiently and with ease. Whether you are working with a Financial Planner or on your own, this book will help you understand:
- Which decisions to take and when for timely intergenerational planning
- How to evaluate your assets and liabilities
- How inheritance tax, exemptions, trusts, allowances and reliefs work
- What to consider in relation to blended families, religion and culture
- How best to secure your financial future
Author: Marlene Outrim
ISBN-10: 1781336407
ISBN-13: 9781781336403
Publisher: Rethink Press
Language: English
Published: 11/30/2021
Pages: 230
Format: Paperback
Weight: 0.60lbs
Size: 8.50h x 5.50w x 0.48d
By Marlene Outrim
xMarlene Outrim has been a Financial Planner for over thirty years. A former President of the Institute of Financial Planning (IFP), she is the founder and owner of UNIQ Family Wealth, which helps families and individuals lead more fulfilling and financially secure lives by making the most of their assets. Find out more at https: //uniqfamilywealth.co.uk
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