Research shows that 70% of retired people plan to leave a legacy to their children or other relatives1. The median value of the inheritance people expect to leave their children is HKD1,134,7901
Many people may think that evenly distributing all your remaining wealth is already a good plan to transfer wealth. There may in individual circumstances be merits to separating your wealth transfer funds from your retirement funds.
An estate inventory
Your asset may cover a variety of categories, some of which cannot be easily divided among your heritance.
1Source: 2013 HSBC “Future of Retirement – Life after works?” Survey
2Subject to underwriting conditions
Want to understand your investment needs and risk appetite? Simply log on to HSBC Personal Internet Banking and it will take you just a few minutes to complete the Risk Profiling Questionnaire
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