Tax effective distributions through your Will
Published: 4 Oct 2017
Key points
- An estate plan ensures wealth is dealt with after death as intended while minimising the impact of tax consequences, family disharmony and challenges against the estate.
- Testamentary trusts are created by a Will to provide a greater level of control over distribution of assets.
- There is no “one size fits all” structure. Planning is essential.
- It is important to seek qualified advice before implementing a testamentary trust in your estate plan.
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Project code: ORM00017
Region: West
Region: West
GRDC Project Code: ORM00017,
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