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
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.
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