Create a legacy that provides for your family, supports the causes and charities you care about, and maintains your values and vision across future generations. Our experienced Estate and Trust professionals provide advice on tax-efficient wealth transfers, with a view to helping you:
Through PM Wealth, you have access to a variety of Personal Trust Administration Services. These services include acting as your:
The term estate includes all assets and liabilities belonging to a person at the time of their death. It also includes assets as well as claims a deceased is entitled to receive or pay.
Estate Planning refers to organised approach to managing the accumulated assets of a person in the interest of intended beneficiaries.
Estate Planning covers the structural, financial, legal and tax aspects of managing wealth in the interest of intended beneficiaries.
Will is a legal declaration of the intention of the testator with respect to his property, which he/she desires to be carried into effect after his death.
If a person dies without making a will, he is said to have died intestate.
It is not compulsory to register a Will. But a registered Will cannot ordinarily be tampered with, lost, destroyed, damaged etc.