A trust is a great option to ensure that your hard earned assets go exactly where you want them to go.
GET STRUCTURED FOR LIFE
Protect Your Assets
and Your Future
We help you select the best option to ensure the future, whether during your lifetime or after.
WHY USE A TRUST?
Wealth Passing
If your partner remarries, there is a danger of your wealth passing to your new spouse instead of your children. A Trust keeps it in your family.
WHY USE A TRUST?
Business Protection
A Business Owner can place their share of a company is a Trust to keep benefiting their family after their demise.
A Trust cal also be highly tax efficient.
Family Trusts
A Family trust is designed for managing family assets and providing for family members. They cater for Asset Protection, Tax Efficiency, Wealth Transfer and Control Over Distribution.
Special Purpose Trusts
Special Purpose Trusts are designed to serve a specific objective rather than distributing assets to individuals. They can protect against creditors, since beneficiaries do not legally own the Trust.
Discretionary Trust
A Discretionary trust enables flexibility for income distribution, amongst a defined class of beneficiaries. Trustee income allocation can have regard to tax-specific circumstances.
Charitable Trusts
Charitable Trusts are legal arrangements that allow individuals to donate assets to charities, while enjoying tax benefits. They allow donors to support causes they care about, creating a legacy.
HOW WE CAN ASSIST YOU
A Strong Financial Plan can add confidence, clarity, and simplicity to your life.
We work closely with you to review and implement a strategic plan covering retirement planning, estate planning, income tax planning and risks analysis.
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