The Life Chart: A Gentle Confrontation With Time
I often share a visual with clients that I’ve come to call The Life Chart. It is disarmingly simple: a grid where each square represents
25/02/2026
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Day: February 25, 2026
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Gifting: The Right Money, to the Right People, at the Right Time — Without Undermining Independence
Gifting during your lifetime is often framed through a tax lens. Thresholds, exemptions, seven-year rules — the conversation can quickly become technical. While tax efficiency
25/02/2026
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