Bennett was pleased to welcome more than 70 clients, colleagues and industry contacts to our latest Bennett Briefing, held on Thursday 23 July 2026.
The session explored Intergenerational Wealth in a Changing Fiscal Landscape, bringing together legal, financial and advisory perspectives on the issues shaping succession planning, trust structures, estate planning and the transfer of wealth between generations.
Hosted by Bennett Principal Thaw Thaw Htin, the evening featured presenters Bennett’s Principal Shemali Samaraweera, Sandra Kent Senior Financial Adviser, Perpetual Wealth Management and David Hinchey Fordham, who shared practical insights on the changing tax and commercial environment and what it means for individuals, families and advisers.
The discussion considered the impact of proposed taxation changes affecting trusts, the importance of effective estate and succession planning, and the need for families to take a proactive and well-governed approach to wealth transfer.
Key themes from the discussion
- The evolving taxation landscape and its potential impact on trust structures and estate planning.
- The importance of reviewing family trust elections, governance arrangements and succession frameworks.
- The growing focus on intergenerational wealth transfer, including family conversations, gifting, blended family considerations and long-term legacy planning.
- The role of professional advice in helping families make informed decisions and avoid reactive responses to regulatory or market change.
We extend our sincere thanks to everyone who joined us and contributed to a thoughtful and engaging discussion.
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