Estate Planning & Administration
You’ve worked hard to create a lasting legacy for your family, so that they can enjoy life now and in the future. So it’s important to ensure those assets aren’t eroded when the time comes to transfer them to those you care about most.
That’s where Stewart Symonds & Partners can help. We can help you create a comprehensive estate plan, to protect and transfer your wealth in the long term. We can also help to safeguard your family’s prosperity from unexpected events such as a long-term illness or disability, litigation, a relationship breakdown or even bankruptcy.
Likewise, philanthropy through charitable contributions generates not only goodwill, but also has significant income and estate tax benefits for donors. For wealthy individuals, this may translate into hundreds of thousands of dollars in estate and income tax savings. A great way to accomplish this goal is through the use of charitable trusts.
Your Stewart Symonds & Partners adviser is supported by the research capabilities of the Godfrey Pembroke network and the wider MLC group, so they are ideally positioned to help you navigate an increasingly complex regulatory landscape. We also work closely with your other professional advisers, such as your accountant, to help ensure you enjoy the best possible after-tax outcomes.
Estate planning services
Here are some of the ways we can help protect and transfer your wealth more effectively: