Deeper knowledge and opportunities 2017-11-23T09:41:35+00:00

Deeper Knowledge and Opportunities

In the deeper knowledge hub, we explore some significant benefits that apply if a testamentary trust is included in your will. Explore these below.

Find out a bout the tax benefits of establishing a testamentary trust within your will here

Visit our testamentary trusts tax benefits page to access examples how beneficiaries can save hundreds of thousands in tax over 10 years after you die

Find out about other advantages of establishing a testamentary trust within your will here

Compared to a standard will, these more sophisticated wills containing testamentary trusts offer substantial advantages for nominated beneficiaries, including:

  • flexibility in the way inherited assets are managed and enjoyed
  • the potential for substantial tax savings
  • asset protection benefits
  • protection for vulnerable beneficiaries.

Access asset testamentary trust asset protection benefits here

Learn how to protect your beneficiary’s gifted assets from relationship breakdown here

Learn how to protect potentially vulnerable beneficiaries here

WANT SOME HELP BEFORE GETTING STARTED?

Maybe you have a basic will or something more sophisticated in mind, or you’re not quite sure yet? We can help you work it out in a 20-minute Free Estate Planning Blueprint Session by Skype or telephone. After the session, we email a report which is yours to keep regardless of whether we are a good fit or not Find out more