LEGACY SOLUTIONS

Realisation

The primary function of a Will is to administrate your estate upon your death, and as such, it does the job adequately. However, a Will is not an ideal instrument for minimising or avoiding estate taxes and duties - especially for mult-domiciled marriages.

For this, you need proper advice on succession-planning; where the use of structures such as Trusts and Foundations are used to augment your Last Will & Testament to pass your assets (now you can no longer use them) to your kin with little or no estate or inheritance taxes. After-all, don't you feel that you will have paid enough tax already while you were alive? Right now, you have the opportunity to arrange your affairs so that your kin can ‘Realise' your wealth with little or no estate taxes.

You only need to take one extra step to make your legacy one of Realisation... contact your Lighthouse Consultant today!

Interested? Need to discuss?

We are looking forward to hearing from you