The ageing population continues to fuel client demand for good practical advice in the area of estate and business succession planning.
This series of videos will bring together a selection of topical estate planning sessions presented by an expert group of presenters who are prominent leaders in their field. An excellent resource for staff training.
Post Retirement Living – the best for your clients
By Scott McGill, CTA, Moore Stephens Sydney andLouise Biti, CTA, Strategy Steps
Clients are increasingly looking to their accountants and advisors to assist them with, not only their financial affairs, but also how to best structure their post-retirement living. Critical to this is understanding the landscape and how the funding models work. This session helps you understand what you are dealing with and then help you deal with client demands in this complex area.
Many families have worries about lending/giving/leaving money or other assets because of concerns about their children’s partners or troubles in blended families. This session will consider these issues, whether it be during life, on death or after death