Legacy

Planning for the future has never mattered more

Discover what experts and industry leaders are saying through their viewpoints, stories and exclusive conversations.

Legacy planning and wealth transfer can mean different things to different people. We all have varying goals, priorities and hopes for the future. But one thing common to us all is the need to plan and prepare to ensure our goals are reached.

Providing you with a diverse and thoughtful perspective is integral to our approach. In this series, discover what your peers are prioritising, how the needs and wants of the next generation are shaping decisions, and how protecting your assets is more important than ever.

The expert perspective

Dr. Eliza Filby on the COVID-19 Generation

Listen to what leading intergenerational expert Dr. Filby has to say about the generation being defined by the global COVID-19 pandemic. How this new world is changing the way they learn, engage in politics and use technology.

Q&A with intergenerational expert Dr. Eliza Filby

One of the country’s leading intergenerational experts talks to us about how values and behaviours have evolved over generations. What are the implications for us in 2020 as we look to the next generation, and their response to work, consumption, politics, society and economics.

Succession-planning tips for your family business

Your business

Knowing when to start succession planning is one of the biggest challenges. Lay the groundwork now to help plot a transition to the next generation.

6 minute read

What goes down must come up?

Analysis

After the Fed’s rate hike, we see little question policymakers take back the 2025 cuts, but the real question might be whether they will take back the 2024 cuts too – and what that means for Treasury yields nearing 20-year highs.

7 minute read

Beyond stablecoins: The tokenisation story

Analysis

Interest payments on stablecoins dominate policy discussions, but in our executive summary of ‘Bridging worlds: Tokenisation connects digital and physical assets,’ we discuss why investors need to focus on the process, not the product.

6 minute read

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