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.