We all need protection of assets from the following risks:

  • Protection from claims of creditors
  • Protection for marriage partners and for children if marriages break down
  • Protection in retirement and old age
  • Preservation of core family assets for current and future generations and from disputed will claims
  • Protection from the unwise decisions of future generations and from matrimonial property attacks from the spouses of future generations
  • Protection from the risk of business failure

We should also plan our affairs so we don’t pay more tax than is necessary. We also need to minimise the risk of exposure to the introduction of capital gains tax, capital transfer tax or wealth tax.

We can help you plan for these eventualities. Our asset protection team can advise you about wills and trusts and prepare and manage them for you.

Please click here to find out more information about Family Trusts with WRMK.

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