Wealth succession planning is one of the most frequently overlooked aspects of personal financial planning. Although many people see wealth succession as something primarily of interest to the old or terminally ill, in fact it is something which should be of interest to everyone.
Wealth succession planning should be thought of as the formulation of a strategy to ensure that your assets go to the right people at the right time and with a minimum of legal expenses and no unnecessary taxes or stamp duties.
Wealth succession planning is about more than just wills. Superannuation, jointly owned assets, assets of companies and trusts in which you have an interest, proceeds of life policies and more are all assets which normally are not covered by a will.
We will ensure your financial plan includes a carefully considered wealth succession plan.