Overview

Do you want to live your life well and enjoy financial security while leaving a legacy for family members? Cascading Your Wealth is a comprehensive guide to putting your affairs in order and making the right choices now about how to pass on your wealth without compromising your current lifestyle. 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 will ensure your wishes can be carried out tax-efficiently and with ease. Whether you are working with a Financial Planner or on your own, 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

Full Product Details

9781781336403

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Reviews

'I have been a Financial Planner for twenty-one years and thought I knew pretty much everything there was to know. However, this book has given me new insights around client needs with regards to trust planning and, more importantly, the personal legacy to family, philanthropy and society at large. I have known Marlene for over twelve years, and she always gives me fascinating opinions on how she sees the world and the financial planning profession. This book is no exception, and I would strongly recommend it to both members of the public and other Financial Planners.' - Julian Gilbert, Director and Certified Financial Planner (TM), Wealth Matters 'I enjoyed the whole book, but I particularly liked the family and intergenerational aspects. Touching upon charitable giving, faith and the attaching issues was accomplished very well indeed. Faith issues are rarely done, or at least done so well, and this was a standout section for me. Perhaps, as a former Financial Planner, the reason it is rarely addressed so well is why it impacts me among the more routine issue chapters.' - Lee Robertson, Co-founder and former CEO of Investment Quorum and co-founder of financial services app, Octo Members Group '...thorough, thought-provoking and practical. It reads easily and flows well. The book teaches the need for action and is helpful there. I like a prompt! It lived up to my expectations and beyond. A great reference tool.' - Stephen A Oliver, financial adviser and owner of The Will Company 'Too frequently we put off for another day some of the really important decisions that help our children and families make sense of our financial plans when we are no longer able to do so. This lovely book strikes the balance between the practical and the emotional elements of planning. As someone who had to make sense of my father's estate after his death, I cannot imagine how helpful it would have been to have had a book like this - for both of us!' - Sir David A Carter, former National Schools Commissioner and CEO of the Cabot Learning Federation 'I think you have a gem of a book here! This book could be truly transformational to people in later-life planning. I felt excited seeing the content and principles and it was a privilege to read it early - thank you.' - Matthew Marais, Certified Financial Planner and Founding Director of Vertus Capital 'Fail to plan, plan to fail. This book is a clear step-by-step guide to putting your own Family Wealth Plan together, ensuring you have all the tools required to accomplish this and, subsequently, being able to pass your wealth on to those you want to inherit in the most tax-efficient way.' - John Luff, Director of J Wainwright & Co Ltd 'The book is excellent. I have really enjoyed reading it. Many, many readers will say on reading it, That's me, to a T. This is a book which is relevant to me - and to so many of my 1945 generation.' - Gareth Lewis, formerly the Office of the Independent Adjudicator for Higher Education

Author Information

Marlene Outrim has been a Financial Planner for over thirty years. A former President of the Institute of Financial Planning (IFP), she is the founder and owner of UNIQ Family Wealth, which helps families and individuals lead more fulfilling and financially secure lives by making the most of their assets. Find out more at https://uniqfamilywealth.co.uk

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