22 June 2017

To make the most of your wealth now and in the future it is important to establish sound estate and succession plans to protect your own interests and the interests of your family. That is why the structuring of clients’ wealth is a standard part of our wealth advisory process. In this newsletter we share helpful information about different aspects of estate and tax planning that you may need to consider and that our specialist team can help you with. We hope you find these articles insightful – enjoy the read.

Please contact us or speak to your wealth manager if you would like to know more about our services.Click on the links below to access the other articles in our Fiduciary Focus Newsletter:

Estate planning > read more

The purpose of an estate plan is to structure your wealth in an optimal way during and after your lifetime. To achieve this it is important that your estate plan covers every aspect of your wealth and to review your plan regularly to ensure that it meets your changing needs.

International > read more

If you have any undisclosed offshore assets or income, it is crucial that you become compliant. By participating in the voluntary disclosure programme you can avoid prosecution and may even be granted some tax relief.

Trusts > read more

Are interest-free loan accounts a thing of the past? Loan accounts have been used as a tool to reduce estate duty, by granting a loan to a trust. However, proposed changes to tax legislation may stop the use of interest-free loans.

Wills > read more

A valid, up-to-date will can ensure that your family's financial needs are taken care of when you are no longer able to do so. We give you six reasons why everyone who is over 16, owns assets and is of sound mind should have a will.