Episode 50: Investment Bonds - an Estate Planning tool

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Leaving assets in an Estate can often get complicated. Family relationship dynamics or the relationship status of a beneficiary can cause conflict.


Laura Salsbury from Generation Life explains how an Investment Bond can be used in some circumstance to mitigate conflict and provide certainty.


Laura explained the characteristics of an Investment Bond and 'life' examples of leaving funds to:


- Grandchildren

- People outside the direct family (eg. carer)

- Blended families

- Problem child (gambling/substance abuse)


Resource - Passing on Wealth via Investment Bond

https://bit.ly/38gKkSK


Generation Life

https://genlife.com.au/


Connect with Laura

https://www.linkedin.com/in/laura-salsbury-982baa83/

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Episode 51: Death, Super and creating Certainty

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Episode 49: Letter of Wishes - from the Heart