Where there are blended families, vulnerable beneficiaries or business interests, Newealth helps you map out scenarios and structures that aim to reduce disputes and provide clarity for everyone involved.
Newealth works with your legal and tax advisers to consider structures such as testamentary trusts, superannuation death benefit strategies and insurance funding to help manage tax, creditor and relationship risks for beneficiaries.
Yes, many strategies involve early or staged gifting, using trusts, superannuation and insurance to support children or grandchildren while you can still guide and educate them.
While a will and basic estate structures decide “who gets what”, legacy planning goes further by considering timing, education, asset protection, philanthropy and support for multiple generations.
Inheritance and legacy planning focuses on how and when you transfer wealth during your lifetime and on death, balancing financial outcomes with family dynamics and the values you want to pass on.
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Newealth helps professionals, executives and families plan, invest and protect their long-term financial future.
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General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.