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

Host: Maya Fisher-French, Financial Consumer Journalist

Grant Khoury, Discovery financial adviser and certified financial planner

“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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