Tax and estate planning: how to leave a financial legacy for your family
In this episode of the Discovery Smart Money podcast series, financial consumer journalist Maya Fisher-French talks to financial adviser Grant Khoury about how high-net-worth individuals can make smart money choices around tax and estate planning.
In this podcast
“I come across so many of my clients who don’t have a will. Nobody believes that they are going to die today or tomorrow. The will is probably the most important document a person would sign, and by not having an updated and valid will, the people you leave behind are the ones that suffer.”
Leaving a legacy for your family
As a high-net-worth individual, you have a large legacy to protect to ensure that your loved ones will be taken care of. Discovery Purple is a flagship product range specifically designed to help protect your wealth. Speak to your financial adviser about your goals and how you can achieve them. If you don’t have a financial adviser, you can leave your details with us, and we’ll call you back.
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More podcasts in this series
Do high-net-worth individuals need insurance?
When you have enough capital to weather a storm, do you still need insurance? This is the question Maya Fisher-French asks financial adviser Grant Khoury, whose answer is a resounding yes. In this Discovery Smart Money podcast, he explains that when you suffer an illness or a disability, your income can stop and you may start drawing down on assets – preventing them from growing further.
Advice for young high-net-worth individuals on growing and protecting their wealth
We often make the mistake of thinking that high-net-worth individuals are immune to risk, but as we’ve heard in the preceding three episodes of the Discovery Smart Money podcast series, the wealthy needs insurance too. In the final episode, Maya Fisher-French and Grant Khoury look at how young high-net-worth individuals can start their journey towards building and protecting their wealth.
The gig economy: how to live your dream and plan your financial future
The gig economy has recently become an attractive work option. Maya Fisher-French explores ways to navigate the new world of work in the Smart Money podcasts.