In this episode, I will present one common tactic used to simplify the way to pay estate duty – use of whole life plans. If you’re an investor of foreign assets, this information would be very useful to you.
View the full list of podcast episodes published here.
The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.
Learn more about the book here.
Music courtesy of ItsWatR.
For more related resources, check out:
1. Our Wealth Solution – Risk Mitigation
2. Till Death Do Us Part
3. The Basic Insurance Checklist For Retirees
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.