Fact Sheets

Discretionary Trusts

Setting up and operating a discretionary trust is less confusing when you’re clear on the terminology and the benefits. Use this fact sheet as an easy point of reference.

Estate and Succession Planning

Estate planning ensures that the wealth you have built is transferred to your beneficiaries smoothly, tax-effectively and most importantly, according to your wishes. This fact sheet covers What is Estate Planning, Checklist on Estate Planning Strategy as well as why it is essential for business owners to have a succession plan in place.