The consequences of not having a will
Understanding the rules
Gifting assets during one’s lifetime is fraught with legal and tax traps
You can gift during your lifetime or bequeath on death. Here's how to transfer wealth properly while alive
If you're a trustee, ensure you have the mandate to establish ethical investment principles
Address the downside of inherited wealth
You want to ensure your estate is transferred in a tax-efficient manner and your wealth transfer does more good than harm.
Ask clients these 10 questions during reviews
Do you need to update your estate plan?
If you answer yes to any of these questions, it might be time to revamp your plan