Estate & Legacy Training

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The third and fourth element of a holistic financial planning programme is Estate & Legacy planning. 

When you have finalised your financial plan it is important to look beyond your life time. What are the rules in regards to inheritance? 

If that point in time come to pass on your assets to your beneficiaries, you want to make it as easy as possible for them. 

This is what we discuss during this training, how does it work and what are your options when you want to pass assets down to your beneficiaries.