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Notes Online Home 2014 Practice One-Offs Introducing the next generation
In this chapter of the notes we discuss an introduction to the next generation. In particular, the following:
- Overview of intergenerational wealth transfer
- Ensure the Will is up to date – the transfer may need to occur earlier than expected
- Issues associated with passing on control of different entities
- Checklist – Key considerations to take into account when passing control to the kids