“Wealth planning” learning path

Learn how to look at your overall financial situation and plan your finances in line with your goals. Whether in the short or medium term, or over several generations.

What you’ll get: the five modules of your personal learning path

  • Module 1: Wealth planning: do you have a plan?
  • Module 2: Inheritance: avoiding conflict
  • Module 3: The benefits of an advance care directive
  • Module 4: Your circumstances can change – what about your documents?
  • Module 5: Ensuring that property is passed on fairly

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