Passing on your wealth: the control conundrum

How much do you actually need and how much should you pass on? Get an expert view on how to find a balance between tax efficiency and control, and the benefits of gifting early.

In partnership with the Financial Times.


Matt Conradi, Head of Client Advisory

20 minutes

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“One of a number of new services undercutting existing wealth managers and squarely aimed at well-off investors who want value for their money.”

The Sunday Telegraph