If you’ve worked hard to build a nest-egg for your family, you will want to see how you can protect that for future generations. If you are lucky enough to be one of those future generations, you will want to work with the family – and any trustees – to understand the balance between preserving the family money for future generations and enjoying some of that money right now.
At Charter Tax, not only can we help the family understand the tax issues involved in passing the wealth down the generations, and the best tax structuring mechanisms available to do that, we can work with the family to sit down together and make sure that everyone appreciates the family goals, so the family remains cohesive into the future.
We have many clients that trust our advice so much that they ask us to go on and provide a trustee service for them, so that they know we are there in a formal capacity to help guide the family into the future. We are always honoured that our clients hold us in such high regard and will be happy to talk to clients that require this help from us.