Rob Appleby, Financial Planner, shares his opinions on the routes for transferring wealth to children and grandchildren, including possible complications and benefits from an inheritance tax perspective.

This article is distributed for educational purposes and should not be considered investment advice or an offer of any security for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable but is not guaranteed.

Past performance is not indicative of future results and the value of investments can fall as well as rise. No representation is made that the stated results will be replicated.

Robert Appleby

Financial Planner

Rob joined Progeny as a Paraplanner in November 2018, having previously worked in a similar role at Evolve Financial Planning, which was acquired by Progeny Wealth.

Learn more about Robert Appleby

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