Estate Planning simply involves the transfer of wealth from one generation to the next; it is however a complicated area full of hidden traps often not known until it's too late. In the event of your death, it's important that your wealth is directed to the people that you want and in a timely fashion. At Axiom Wealth, portfolios are constructed from day one to ensure that taxes, fees and charges are minimised on your passing so that your beneficiaries receive their maximum entitlement.
The right solution for you could be about a testamentary trust which is a vehicle that allows you to tax effectively allocate your wealth to your beneficiaries, or the right solution may be an Allocated Pension that can pass tax free to a spouse or financial dependent. We believe that estate planning is a highly technical area, requiring specialist skills, which is why we work in conjunction with leading practitioner's to fully meet your Estate Planning needs.