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Protecting personal wealth – and passing it on to the next generation

Lynne Rowland, tax partner, Kingston Smith, 25/02/2019

The intergenerational transfer of wealth is a topic of passionate debate. Hugely diverse opinions depend on the age of benefactor, the age of future beneficiaries and their financial acumen, and family stability. 

Some familiar themes

- Parents and grandparents want the best for their families.  This could mean providing financial resources for children and grandchildren to be educated at a top public school, or to support a talent in the arts or a sporting environment that may not generate significant income.

- Entrepreneurs who build their own wealth often see themselves as role mo...


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