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Transferring wealth between generations

An important part of investment planning is estate planning, as this ensures that the wealth you have worked hard to accumulate can be tax effectively and efficiently passed on to your beneficiaries.

Unfortunately, no one knows what the future holds and it is important the correct estate planning arrangements are made so that you have the peace of mind of knowing that your wealth will be distributed to those intended in the most appropriate manner.

Estate Planning options

In conjunction with your solicitor, Wilson HTM Investment Group can develop an estate planning strategy tailored to meet your unique circumstances. We will evaluate related taxation and estate-planning issues, such as wills, powers of attorney, testamentary discretionary trusts, lump sum payments, income streams and prepaid funerals to ensure your assets are protected and can be distributed in the most tax effective manner.