WATCH: Pandemic pushes estate planning to the fore
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The greatest wealth transfer in history is taking place, with R100trn expected to pass from baby boomers to younger generations over the next few years, according to various reports. Now, with the global pandemic bringing succession planning into an even sharper focus for many families, is spurring matriarchs and patriarchs of families into action to get their affairs in order.
Whilst succession planning has long been on the agenda, never before has so much value been at risk of poor planning.
To talk about estate planning Michael Avery is joined by Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services, (multi-jurisdictional wills);Hilary Dudley, Managing Director of Fiduciary Services at Citadel and Alex Simeonides, CEO and co-founder of Capital Legacy
Whilst succession planning has long been on the agenda, never before has so much value been at risk of poor planning.
To talk about estate planning Michael Avery is joined by Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services, (multi-jurisdictional wills);Hilary Dudley, Managing Director of Fiduciary Services at Citadel and Alex Simeonides, CEO and co-founder of Capital Legacy
