Podcast

Intergenerational Wealth Transfer, Ageing and Family Transition

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In this episode our CEO Vincent O’Neill is speaking with Private Wealth Adviser Kirsten Lynn about helping your adult children, transferring your wealth, planning for ageing and family transition.

We cover:

  • Helping your children – How do you balance your retirement needs with your hopes for helping with a property purchase or school fees?
  • Passing on your wealth – What are the big picture questions to consider before you make a will?  Should you pass on wealth earlier?
  • Planning for ageing – What appointments do you need to make?
  • Family transition – What do blended families need to think about in transferring wealth?  Are first relationship families that different?

 

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