Wealth preservation is an essential but often skipped step between wealth creation and wealth transfer.
Whereas wealth creation focuses on high-yield or long-term investments for cash flow, wealth preservation helps protect investments so they can be passively managed, appropriately withdrawn, and protected from inflation.
Do you want to know how proper wealth preservation protects the value of your assets through various financial management and tax strategies?
Luckily, you don’t need to head back to school to understand this as Lettings Director, Richard Cook and one of the UK’s most successful property investors, Jim Parker are on hand to discuss.
If you’ve missed the previous shows you can catch up on our channel: https://www.youtube.com/@WealthCreationShow
If you are a private client of ours, including the ongoing support you can also receive one to one mentoring on portfolio building. Please contact us to richard.cook@fifeproperties.co.uk
This is all about accelerating your wealth in 2024.
*We must point out that we are not financial advisors, and this is only our opinion of what we would do. Investments can go down as well as up so if you do want professional advice from a qualified advisor, please contact us direct and we will put you in touch with someone.