The top estate planning mistakes made by affluent clients & how to avoid them

Presented by

Mandy Dix-Peek (Head of Old Mutual Wealth Fiduciary Services) and Elbe Thatcher (Old Mutual Wealth Fiduciary Specialist)

About this talk

Estate planning can be an intricate and often multifaceted process. This is especially true for ultra-high net worth clients where specific structuring complexities, offshore assets and multiple jurisdictions come into play. However, while the importance of drafting an estate plan is well-understood, certain aspects are often overlooked and these could ultimately lead to complications down the line.

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