High net worth individuals have unique wealth transition and protection issues — both in life and after. Matters such as business and private succession planning, estate taxes and the management and control of your assets after death, are not to be ignored and should be addressed sooner, rather than later.

Transferring your wealth to the next generation

For example, on your passing, no doubt you will want your inheritors to be financially secure. It will be important to you that your assets are protected. Therefore you are not subject to avoidable estate taxes and your entire estate is passed in line with your wishes. These requirements can be met by utilising legally recognised and established financial instruments during your lifetime.

The importance of planning ahead

Providing you commence your planning in good time, you can (if you wish) involve your potential heirs in the planning process. Taking a proactive approach to estate planning ensures the harmonious division of your assets following your death: it also enables you to choose the executor of your last will and testament and to formulate plans for making lifetime gifts of capital and establishing charitable commitments.

We can help

Our estate planning partners can work with you to develop and implement a comprehensive and robust succession plan: a plan that arranges your personal, family and business affairs to best effect and ensures that your estate is administered in an orderly manner and in complete accordance with your instructions.