A large inheritance can be a life-changing event. Many inheritors fail to seek appropriate advice prior to purchasing lifestyle assets and investments and make some fundamental errors which mean they may pay much more tax than they need to, or even place their inheritance at risk from other parties.
Lifewealth can help you devise appropriate tax, asset protection and estate planning strategies as well as coordinate all the services associated with the management of your wealth such as:
- Developing a comprehensive investment and tax-planning strategy
- Entity structuring (Company’s, Family trusts and Superannuation Funds) and asset protection strategies
- Ongoing advice and education programs
- Administration and compliance support
- Estate Planning