Basic legacy planning is what people often think of with regards to wealth.
You can build a portfolio which meets whatever goals you set in whichever direction you choose but this raises the question….
What is all this money for, and are you teed up to achieve that ultimate goal?
You may want to leave a legacy by transferring some wealth while also focusing on income generation all while still being able to make purchases so you can live a certain lifestyle
Some may want to spend their money while also leaving something for their kids or even a foundation to support the causes I believe in?
The bottom line is what do you really want?
Luckily, you don’t need to head back to school to understand this as Lettings Director, Richard Cook and one of the UK’s most successful property investors, Jim Parker are on hand to discuss.
If you’ve missed the previous shows you can catch up on our channel: https://www.youtube.com/@WealthCreationShow
If you are a private client of ours, including the ongoing support you can also receive one to one mentoring on portfolio building. Please contact us to richard.cook@fifeproperties.co.uk
This is all about accelerating your wealth in 2024.
*We must point out that we are not financial advisors, and this is only our opinion of what we would do. Investments can go down as well as up so if you do want professional advice from a qualified advisor, please contact us direct and we will put you in touch with someone.
