Intergenerational Investing

For most people, wealth management means accumulating enough money as retirement approaches and then spending it at a sustainable rate.

However, those with greater financial resources can start to think beyond their own needs to create an asset that can support generations to come. Often this will be as the result of an inheritance or a business sale. Coming into a large amount of money can be a daunting experience, even for people used to handling significant sums through their work.

This session looks at strategies for creating a rational investment process that addresses the concerns of short-term risk while maintaining long-term return potential. We will also look at appropriate structures for holding intergenerational assets along with the tax implications of each option.

Date: 17 October 2018

Time(s): 08:15 til 10:15

12:15 til 14:15

Where: The Enterprise Centre, University of East Anglia, Norwich Research Park, Norwich NR4 7TJ

The Masterclass will last 2 hours with questions.

Refreshments will be available. There is no charge for the Masterclass but you may like to consider a donation of £20 to Ormiston Families' MPower project that supports parents who have a child taken into care.

Register here

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What people have to say about previous events....

I cannot recommend Chadwick’s Masterclasses too highly nor say enough good things about them. Chadwick’s Masterclasses provide fresh insights and offer practical steps to build, maintain and retain value in businesses. Richard delivers clear and well-thought-out advice while challenging preconceptions. The workshops are thoroughly researched and never turn into sales presentations. I learn something every time I attend.

Paul Palik | Senior Associate | Corporate Team | Birketts LLP

I have been a regular attendee at Chadwick’s business seminars for several years and without fail I have found the sessions to be useful and practical on the one hand whilst thought provoking and inspiring on the other. Many advisers can put on topical seminars, few can make you feel that you want to go on to study the subject yourself!

Dawn Parkes | Managing Partner | Hatch Brenner