Citywide Wealth
The majority of people expect to fully enjoy what they have during their lifetime and to be able to share it with their loved ones as they decide. It’s also a natural assumption that your family and loved ones will fully benefit from your estate after you die or should you become incapacitated during your lifetime and need residential care.
However, the truth is that few people are aware that the assets in their estate, including their home, are threatened by legislation, taxation, litigation, means testing and government policy. Many will be shocked to learn that it is increasingly likely that you and your family may not enjoy your estate as you wish unless you actively protect it.
Trusts
A trust is a way of managing assets (money, investments, land or buildings) for people.
Setting up a trust can help get your estate in order to protect your assests and loved ones.
Trusts are often used in the case of Blended Families to ensure each child receives their inheritance. These safeguards can help avoid any potential unfair treatment or disagreements down the road.
Estate
Planning
Estate planning is preparing a plan of action for transferring your assets to your beneficiaries or next of kin.
This can allow you to pass over more of your estate by transferring assets in a tax-efficient manner.
We specialise in Estate Planning and have helped countless families, professionals and businesses protect their assets.
Recently
Divorced?
Divorce and remarriage can make providing for your loved ones a little more difficult so it is always wise to speak to a qualified legacy planner to ensure all angles are covered.
Did you know that…
Anything gifted to your former spouse in your Will is still valid as the terms of your will remain effective until you receive your decree absolute.
Did you know...
Dying without a will or incorrectly wording a will can inadvertently
disinherit the people closest to you,
