Watch On Demand: Retirement and Intergenerational Wealth Planning

In this exclusive webinar in partnership with Transact, we were joined by William Marshall (Partner & Chief Investment Officer, HRIS) and Mark Fenlon (Head of Technical Services, Transact) where they discussed:

• Building a Robust CRP – Discussing portfolio resilience amid market uncertainty and the importance of time to recover.
  
• Post-Budget Wealth Transfer Challenges – Covering tax-efficient investment strategies and intergenerational planning opportunities.