Leaving a lasting legacyMandy Dix-Peek | Head of Fiduciary

Estate planning conjures a variety of emotions: worry, fear and sadness, to name a few, making it an easy topic to defer. Yet, estate planning is one of the most important aspects of wealth management as it ensures a meaningful legacy. And although a will forms a significant part of any estate plan, it is too often undervalued. Mandy Dix-Peek, head of Fiduciary at Private Clients by Old Mutual Wealth, discusses some key considerations to ensure that your assets and loved ones are ultimately taken care of.

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