Effective wealth and estate planning is not determined by legal structures alone. The quality of financial decisions made over time — shaped by clarity, confidence, and long-term thinking plays a critical role in determining control, tax efficiency, and outcomes for future generations.

This webinar brings together legal and financial perspectives from Kayleigh Swift, Director of NB Property Law, and Sloan Wilkins, Executive Financial Coach, to explore how financial wellbeing influences testamentary trust, tax, and estate planning decisions, and why a considered, integrated approach is essential for sustainable wealth outcomes.

On 17 February at 12:00 pm, the session will examine how individuals can move beyond short-term financial decision-making to adopt strategies that support both present needs and long-term objectives, while ensuring appropriate legal and tax structures are in place.