The Wealth Debrief ExchangeWhy Beneficiary Nominations Could Be the Smartest Move in Your Client ReviewNominating beneficiaries accurately is an essential component of estate and succession planning for both clients and planners. In this edition of The Wealth Debrief Exchange, David Veary and Tiaan Herselman, unpack the consequences of not nominating a beneficiary and how beneficiary nominations vary between different investment products. They also explain how a proper nomination may reduce estate duty and executor's fees. News & insights

Stay ahead of the rest with the latest financial news.