Providing for Your Loved Ones
In life we look after our loved ones as well as ourselves. Many of us believe that a Will and an estate plan are one and the same. Because of this it is not uncommon to miss opportunities that benefit your loved ones. Implementing a sound and considered estate plan ensures your wishes are achieved tax effectively and with minimal stress to beneficiaries.
Estate planning is more than just having a Will. GDA is a family office with specialised structuring, investment, financial planning, taxation and retirement advisory capabilities. We have the expertise to establish a sound estate plan to protect your legacy and loved ones.
In many cases a Will may be inadequate to achieving your wishes in the event of death, or mental or physical disability. The range of other tools available – including Testamentary Trusts, Reversionary Pensions and Powers of Attorney – can prove to be very effective in ensuring your express wishes are followed.
We offer a service where we:
- Review your estate planning requirements on an annual basis or as your circumstances change. For example death of a loved one, divorce, marriage, or birth of a child or grandchild.
- Maintain an up to date register of all relevant documents. This includes insurance policies, assets, and liabilities that may need to be attended to over time.
- Manage the process with the legal fraternity with regard to the establishment of legal documents such as Wills, Testamentary Trusts and Powers of Attorney.
- Manage the investments of an estate on an ongoing basis until such time as the beneficiaries are entitled to, or wish to, receive the proceeds.
Where intergenerational wealth transfer and financial security are considerations we provide ongoing family office functions to children, grandchildren and dependents. This includes investment education and multi-generation planning strategies.