Back in March, Financial Planner, and our Managing Director Marlene Outrim celebrated the launch of her latest book at an event which took place at The Ivy, Cardiff. We were joined by the whole team and a group of clients to celebrate the occasion – scroll to the bottom of this article to see a photo gallery of the event.
Cascading Your Wealth: How to Build a Family Wealth Plan is the second book published by Marlene, the first being Boomers: Redefining Retirement. It provides top tips and advice on how people can manage their money as well as navigate the complexities of passing wealth through the generations.
The book focuses on the six steps to creating a Family Wealth Plan, empowering readers to put their affairs in order and make the right choices now about how to pass on their money to loved ones without compromising their current lifestyle, or future ambitions.
Here’s a summary of the book:
Do you want to live your life well and enjoy financial security while leaving a legacy for family members?
Most people have great intentions of passing on their wealth to their loved ones and cherished causes when they are gone, but few have thought about the steps and preparation required to make sure it all happens according to plan. As you plan to cascade wealth to the next generation, you’ll want to ensure you do so in a way that allows you to retain some control, reduce taxes and without compromising your own lifestyle.
Cascading Your Wealth: How to Build a Family Wealth Plan for the Next Generation, by Marlene Outrim, is a comprehensive guide to putting your affairs in order. It discusses the practical, emotional, and psychological factors that affect intergenerational wealth and explains the six steps to creating a clear and detailed Family Wealth Plan.
This book will help you understand:
• Which decisions to take and when for timely intergenerational planning
• How to evaluate your assets and liabilities
• How inheritance tax, exemptions, trusts, allowances, and reliefs work
• What to consider in relation to blended families, religion and culture
• How best to secure your financial future
Cascading Your Wealth is now available to buy on Amazon: https://amzn.to/3QJXkoG
We are happy to supply a complimentary copy of Cascading Your Wealth to clients of UNIQ Family Wealth. Please email firstname.lastname@example.org to request yours.