| It’s important to build a good relationship with your Professional Financial Planner.
After all, you are entrusting them with your family wealth.
A good financial planner will arrange regular review meetings and know if any changes in law will affect your planning. This continuity of advice can save you money.
Without the relevant advice, even the best drafted documents may prove ineffective. We look at three stages in wealth preservation when it’s particularly important to seek advice:
Life-time planning which focuses on reducing your tax liability as well as protecting the assets you want to pass on to beneficiaries during your lifetime. Solidus Multiple Bond Trusts, Protective Gifting Trusts and Property Trusts can help you achieve this goal.
Death-time planning which focuses on directing your wealth to who you want to benefit after your death, whilst protecting it from social impacts and unnecessary taxation. The Solidus Beneficiary Protection Plans, Asset Preservation Trusts and Assurance Trusts do just that.
Post-death is the most important advice stage and is the time when the purpose of the planning you put in place comes into effect. We will be the person your family contact for all matters relating to your Will and wealth after you die.
Jan is an appointed Solidus Financial Planner
Solidus is a leading Trust Services company working directly with Financial Planners whose Trust solutions are designed to protect your wealth, keep it in your family bloodline and save tax.
They have developed a reputation in our field for providing unrivalled wealth protection services which complement current financial advice. They work with Financial Planners across the country and providing them with ongoing training and support, in order to be able to give the best financial and estate planning advice.
You spend a lifetime accumulating your wealth; why not spend some time protecting it?
Do you want to keep your wealth in your family so that it is your spouse, children and grandchildren who benefit?
It’s compelling, and very simple, when you know how.
Ask Jan for more information and advice