ESTATE PLANNING

• Estate planning advisory services 

Taxlex Fiduciary Services provides specialised bespoke estate planning advice to qualifying high net worth individuals. Our estate planning services cover advice relating to will drafting, trust formation, business and offshore assets, asset protection, minimizing estate related taxes and costs and exchange control. We also review and amend existing estate planning instruments.

 

We work in partnership with your financial adviser to ensure that you obtain holistic advice in relation to both your estate planning and financial objectives. This ensures that all aspects of your financial affairs are aligned with one another. The objective is always to ensure that your future goals and objectives can be met and implemented easily and cost effectively.

 

We utilise inter alia the following structures:

 

• Wealth Preservation

 Consolidation of family wealth in an overarching structure provides simplification & safeguards the interests of minors or vulnerable members of the family & affords protection against loss of assets through unsuitable marriage or other relationships.

• Succession Planning 

Facilitation of the smooth transfer of wealth to family members, either during your lifetime or after your death, with the ability to avoid forced heirship provisions.

 

• Security & Confidentiality

For political, economic & social reasons, holding your assets in a well-regulated & stable jurisdiction can provide peace of mind.

 

• Tax Efficiency 

Structuring assets efficiently can legally mitigate taxation in appropriate circumstances

 

• Immigration/Emigration 

Prior to arrival in a new country or return to your own country of origin, planning may be undertaken to protect assets which are outside the country of destination