Category: Financial Planning
Leveraging a Family Trust as an Estate Planning Tool

Leveraging a Family Trust as an Estate Planning Tool

Estate planning is a critical aspect of financial management, ensuring that assets are preserved and distributed according to one’s wishes after death. Among the broad option of estate planning tools available, a family trust stands out as a versatile and effective mechanism for safeguarding wealth and providing for future generations. Understanding how to utilise a family trust in estate planning is possible for individuals seeking to protect their legacy and provide for their loved ones. Here are a number of considerations for establishing a family trust for estate planning purposes:

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Tech wealth unlocked: financial considerations engineered for tech professionals: part 5

Tech wealth unlocked: financial considerations engineered for tech professionals: part 5

Welcome the final part of our limited series on the unique financial landscape that is a career in information technology and the top 6 financial considerations employees in this sector need to consider. Throughout this series we have explored cashflow management, diversification, tax minimisation and employee share ownership schemes, and now we dive into the last two considerations: career volatility and tax residency.

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Tech wealth unlocked: financial considerations engineered for tech professionals: part 4

Tech wealth unlocked: financial considerations engineered for tech professionals: part 4

In the penultimate article of our limited series on the unique financial landscape that is a career in information technology we explore one of the biggest financial considerations shared by this sector: Employee Share Ownership Schemes. If you’ve missed any of our previous articles, simply click on the relevant topic to view it: cashflow management, diversification, tax minimisation.

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