PROTECT YOUR WEALTH
Building your wealth is one thing. Protecting it so that it can be passed on to your loved ones and thus fulfilling your legacy is quite another.
You have a right to protect your assets whilst you are alive and you have a right to decide what happens to your estate when you die. So whether your legacy is to provide income for a spouse, educating your children or leaving money to your favourite charity, there is peace of mind and security knowing that your assets are going to be efficiently distributed as per your wishes.
After working a lifetime to build your wealth, it’s natural to want two things:
1. the right to determine what happens to your assets, and
2. the right to protect them from unnecessary taxes.
An estate plan that considers both the acquisition and distribution strategy of your assets is a logical extension to financial planning and will form an important part of your long term wealth management strategy.