Estate Planning & Wills

Wholistic Financial Solutions is now able to offer full Estate Planning Services including Estate Planning, Tax Advice for Estates, Will drafting, setting up and running Testamentary Trusts and Death Benefit planning advice.

In our opinion, a Will is best drafted with Taxation Planning in mind. Thus it makes sense for you to see us to discuss your Estate needs.

Testamentary Trusts

Anyone who has children (no matter what the age) should ensure that their will contains a Testamentary Trust.

Establishing testamentary trusts in your Will provides your beneficiaries with a large degree of flexibility in dealing with their inheritance. Further, in many cases these trusts will provide significant protection for a family’s wealth.

The benefits of Testamentary Trusts are explained in more detail to the right.

  • They provide major tax advantages which can be used to grow the family wealth by taxing all income at adult rates even if distributed to minor beneficiaries.
  • They provide Capital Gains tax concessions allowing assets to be transferred to the trust without CGT.
  • They provide major Asset protection benefits.

Contact us about your Estate Plan

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