Estate & Multigenerational Planning
Effective estate planning is crucial for minimising the tax implications that beneficiaries face. However, the intricacies of tax laws and the various considerations involved can make the process overwhelming. That’s why simplifying this complexity through professional guidance is essential.
Navigating the complex documents and procedures of estate planning is best accomplished with the help of experienced service providers. Professionals, such as estate planning attorneys, trust specialists and tax compliance experts, can offer invaluable legal advice. They help develop integrated strategies tailored to individual portfolios, ensuring that your estate plan is:
Set up correctly to minimise legal pitfalls
Documented accurately to reflect your wishes
Implemented effectively to protect your interests
By engaging these professionals, you can significantly reduce legal risks while ensuring the sustainability of your estate, leading to greater control over your assets and peace of mind knowing your wishes will be honoured.
Trust services
At Bolder Group, we offer comprehensive trust management services that simplify the process for you—from initial setup to ongoing management that aligns with the trust’s purpose. Our specialists work closely with you to identify the best trust structure, designed to:
Protect and enhance your private or corporate wealth
Maximise the benefits for you and your beneficiaries
We maintain your trust’s legal and tax status, providing regular accounting and financial reporting.
Succession Planning
Our tailored succession planning solutions enable you to address your specific needs and ensure smooth transitions for the future. Operating in both common law and civil law jurisdictions, Bolder Group has built an enviable reputation as a leading professional trustee.
We are dedicated to safeguarding our clients’ prosperity, providing 100% control over your assets today so that you can be 100% confident about your holdings in the future. This dedication ensures that your family, employees, and charities are taken care of for years to come.
Contact Bolder Group today to begin planning for the sustainability of your wealth.