Placing your Family Wealth in a Trust

The basic function of a trust is to separate control and ownership. The result of using a trust is that assets are protected, and profits are distributed in the most tax-effective way. There is no ‘one-size-fits-all’ type of trust. The trust you use...

Siblings Fight over Inheritance

Sibling rivalry – it’s a classic, rich plot line for countless books and movies, and a dynamic in millions of ordinary families around the globe. When parents die, sometimes that rivalry fades and other times, it’s the moment that reignites a tension that has simmered...

The Power of Powers of Attorney

Purpose of a Power of Attorney Specific Powers: These documents are drafted as a result of specific instructions for a specific reason such as to sell a particular property whilst the principal is overseas. Enduring Powers:  Enduring Powers of Attorney provide for the...

Investment Bonds – What are the benefits?

Are you looking for a tax effective way to save for a child/grandchild to give them a financial head start? What is an investment bond & how can it help me save? An investment bond is a simple and powerful savings tool. It’s a tax effective structure that works...

Retirement Spending – How Much?

How much you can afford to spend in retirement is determined by a number of different factors including investment markets, your super balance and lifestyle. But is there more you can do to help yourself have a better retirement? How much will you need to spend to...