Executing a succession plan in my lifetime
Your children are growing older and you worry about their prospects. Could you give a significant portion of their inheritance now seeing as you have sufficient means for yourself or should you wait? These are some of the most important and pertinent questions we face with our wealth. Of course there are a lot of questions to ask yourself: What is the most tax efficient way to solve this? Is it more appropriate to have a Trust? There are a myriad of options and all as complicated as the next.
GWM, together with a network of external specialists, can help you navigate through the many questions that can arise when considering a succession plan. We take the time to clearly understand your personal and financial situation, develop a strategy with you and then support you in all aspects of its implementation.
