Uniting tradition and innovation with a new look
News & Highlights

New Year – New Leadership: Growing together in 2025
Financial Advisors, Succession PlanningAt Wealth Succession, we understand that your financial journey is deeply personal and unique.

Charting new horizons: Anthony Palmer Leads Wealth Succession’s expansion into Africa
Succession PlanningIn our year-end message we alluded to some great things to come for Wealth Succession in 2025. Our business created a great ecosystem between wealth and succession advisors and our client families.

Looking Back, Moving Forward: Wealth Succession’s 2024 Reflections
Succession PlanningAs we approach the end of 2024, it is with a great sense of gratitude that I get to close off the year with a letter of thanks to you.

Succession Planning in 2024: A Fresh Perspective
Succession PlanningCountless debates, articles and even funny adverts have been dedicated to the topic of succession as we near the “great wealth transfer” from the baby boomers to their successors.

The curious case of the lesser seen funding mechanism
TrustsTrusts are fantastically peculiar and continue to confound jurists and legal scholars and have been doing so for hundreds of years.

The name is Bond, Mortgage Bond
Estate PlanningIn Roman Times, an heir could receive a nasty surprise when the will of a deceased parent was read. In Roman Times, an heir could inherit a parent’s debt.
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NEWS & HIGHLIGHTS
- Embracing the future: Our rebranding journey 22nd January 2025
- New Year – New Leadership: Growing together in 2025 15th January 2025
- Charting new horizons: Anthony Palmer Leads Wealth Succession’s expansion into Africa 8th January 2025
- Looking Back, Moving Forward: Wealth Succession’s 2024 Reflections 19th December 2024
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