It’s time to think differently about later life mortgages
To kick off the series, we've partnered with tax expert Tony Wickenden, founder of Technical Connection. Throughout September Tony will be discussing a range of topics;
Week 1: An ‘all asset’ approach to estate planning
Week 2: An introduction into Intergenerational planning with property wealth
Week 3: A Tax efficient approach to decumulation
Week 4: Facilitating lifetime giving with lifetime mortgages
Stay close to our webpage to see the series unfold throughout September and beyond.
Intergenerational planning with property wealth
In this episode 2, Tony talks about Intergenerational gifting and the "feel good" factor from helping first time buyers within the family.
‘Ask most parents and grandparents what their top three concerns, anxieties or aspirations are and the well-being of their children and grandchildren would definitely be in there and for many would be number one’ - Tony Wickenden