What you NEED to know about ‘The Bequest Report’
The ‘western world’ is on the cusp of what will be the largest inter-generational transfer of wealth in history, as the ‘baby boomer’ generation reach the end of their lifetimes.
In recent years there has been growing awareness of this looming challenge and opportunity across investment, charity and philanthropy circles in New Zealand, but little local data and analysis to really inform planning and consciousness raising here.
Now the Philanthropic Services division of JBWere New Zealand, one of Momentum Waikato’s investment partners, have launched ‘The Bequest Report – Reshaping Aotearoa New Zealand by creating a legacy that goes beyond asset wealth’ to collate and present the relevant facts and insights.
Poll: Is it ok to regift something that you have been given?
🎁 Holiday Gift Chat!
Do you ever regift?
What’s your take on asking for a receipt if a gift doesn’t fit?
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78.1% Yes! It's better to regift what I don't need
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21.9% No. It's the thought and effort that matters
Neighbourhood Challenge: Who Can Crack This One? ⛓️💥❔
What has a head but no brain?
Do you think you know the answer? Simply 'Like' this post if you know the answer and the big reveal will be posted in the comments at 2pm on the day!
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Police apologise to rest home alleged theft victim after failing to act
Police have apologised to a pensioner who caught a carer-turned-crook allegedly stealing cash, admitting there was more they could have done.
The about-face comes after the Waikato Times revealed the plight of rest home resident Lisa Allen, who set up a hidden-camera, capturing footage that appeared to show the caregiver opening her handbag and taking out a $50 note while the room was unattended.
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