The Grass is Greener

Investment Bonds - an Estate Planning tool


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Leaving assets in an Estate can often get complicated. Family relationship dynamics or the relationship status of a beneficiary can cause conflict.
Laura Salsbury from Generation Life explains how an Investment Bond can be used in some circumstance to mitigate conflict and provide certainty.
Laura explained the characteristics of an Investment Bond and 'life' examples of leaving funds to:
- Grandchildren
- People outside the direct family (eg. carer)
- Blended families
- Problem child (gambling/substance abuse)
Resource - Passing on Wealth via Investment Bond
https://bit.ly/38gKkSK
Generation Life
https://genlife.com.au/
Connect with Laura
https://www.linkedin.com/in/laura-salsbury-982baa83/
...more
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The Grass is GreenerBy Tim Henry


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