Wills and succession strategies

Clear, considered advice to help protect your wishes, your assets and the people important to you.

Planning ahead provides certainty for you and your loved ones. A well-prepared Will and appropriate Powers of Attorney can assist in ensuring your affairs reflect your intentions during your lifetime and after your passing. Tailored advice may help address your personal circumstances while reducing the risk of disputes or unintended outcomes.

Preparing your Will

A Will should do more than simply distribute assets. It can be structured to provide flexibility, protect beneficiaries and manage risk over time.

This may involve:

• Preparing straightforward Wills where a simple structure meets your needs
• Incorporating testamentary trusts to provide asset protection or tax flexibility
• Establishing protective trusts where there are concerns about a beneficiary’s financial management
• Including special disability trusts to support vulnerable beneficiaries while preserving Government entitlements
• Structuring life interests or capital protected arrangements to provide income or rights of residence for a period of time