An essential part of the financial advice process is the establishment of a rigorous and tax-effective Wealth Transfer Plan. This is so much more than a basic Will.
While a basic Will allows you to decide who will receive your assets upon your death, more thoughtful wealth transfer planning enables you to pass additional wealth to your descendants, protect your inheritance from ending up in the wrong hands and minimise the tax burden on your beneficiaries.
At Stanford Brown, we have access to some of the best estate planning lawyers in Australia. We also regularly work with our clients’ existing legal counsel.
You have likely spent your working career building wealth for you and your family. Poor estate planning can undo what you’ve worked hard to build.
Other private wealth division services:
Expert, tailored money management solutions.
Structure your insurances to protect against anything tomorrow might bring.
Discretionary management of multi-sector client portfolios can significantly benefit our clients.
Self-Managed Super Funds
A superannuation vehicle run by you, for you.