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Legacy Planning
Leave more than wealth behind.
A Non-FISICS Legacy Plan is for a single-country person who wants to decide what their wealth should achieve for family, future generations or charity.
What does this service involve?
With no family, beneficiaries, assets or residence issues connected to another country, the plan can concentrate on wishes, ownership arrangements, succession planning and the orderly use or transfer of wealth within one legal and tax system.
Clarify
Clarify who or what the person wants to benefit and the purpose of the legacy.
Decide
Decide whether wealth should be given during life, retained for later or distributed on death.
Coordinate
Coordinate ownership, nominations, wills, trusts or charitable intentions under the rules of that country with appropriate advisers.
Review
Review the legacy as family circumstances, assets and priorities change.
Which best describes you today?
You may be considering this because your circumstances have changed, you're planning ahead, or you simply want greater clarity.
You want to provide for the next generation
You want the wealth you’ve built to benefit your children, grandchildren or others who matter to you.
You want to decide how your wealth is passed on
You want to think carefully about when and how your wealth should be passed on.
You have significant assets to consider
You have significant assets and want to understand the different ways they could be passed on.
You want your wishes to be clear
You want your plans to be properly documented and supported by the right legal and financial arrangements.
What could happen without a plan?
You could pay more tax than necessary
Without careful planning, you may pay more tax than necessary when your wealth is passed on.
Your wishes may not be clear
Unclear wishes can lead to difficult conversations, disagreements or decisions being left to others.
Your family could face difficult decisions
A clear plan gives you the chance to make your wishes known and put the right arrangements in place.
Which best describes you today?
You may be considering this because your circumstances have changed, you’re planning ahead, or you simply want greater clarity.
What could happen without a plan?
You want to provide for the next generation
You want the wealth you’ve built to benefit your children, grandchildren or others who matter to you.
You could pay more tax than necessary
Without careful planning, you may pay more tax than necessary when your wealth is passed on.
You want to decide how your wealth is passed on
You want to think carefully about when and how your wealth should be passed on.
Your wishes may not be clear
Unclear wishes can lead to difficult conversations, disagreements or decisions being left to others.
You have significant assets to consider
You have significant assets and want to understand the different ways they could be passed on.
Your family could face difficult decisions
A clear plan gives you the chance to make your wishes known and put the right arrangements in place.
You want your wishes to be clear
You want your plans to be properly documented and supported by the right legal and financial arrangements.
