Asset Protection, Estate & Succession Planning
If you are looking forward to a comfortable retirement, it’s vital that you plan for your future. We can help put these plans in place by assisting you with your asset protection needs to protect your wealth and by facilitating your estate planning need.
Asset protection strategies
Many business owners are extremely busy doing what they do best – running their business. Often this can cause a failure to address appropriate strategies to minimise the loss of well earned assets. Without realising, owners could be potentially exposing their assets to risk, via trading or third party threats. Ongoing planning and advice from our asset protection strategists, can reduce or eliminate this exposure.
Wills, Testamentary Trusts, Power of Attorney
UHY Haines Norton Brisbane is experienced in facilitating with experienced estate lawyers on behalf of our clients to ensure detailed and accurate Wills and Enduring Power of Attorney are put in place. This will give you the peace of mind and security that your wealth is correctly taken care of in the future.
We drive the process to ensure that the advice you’re given fits in with your existing structures and protects your family’s wealth after you have gone.
Through the preparation of a Will, we often ask for Testamentary Trusts to be put in place which are both a tax effective tool for distributing and protecting your wealth.
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