What is an Estate Briefing Paper?
Welcome to Smart Private Wealth • Learning Centre • Videos & Webinars
Welcome to Smart Private Wealth • Learning Centre • Videos & Webinars
Your Estate Briefing Paper is your final
guideline to ensure that all your hard work is not dissolved with unnecessary fees or taxes, and that your beneficiaries will not be
financially burdened. It can be somewhat considered as a map. A map of where you are now, and what is to happen with all pieces of your
life after you are gone.
Having an Estate Briefing Paper prepared by strategic tax advisors means that we can guide the structure of your Estate Plan to ensure your assets will be managed and transferred to your beneficiaries in the most financially efficient and tax effective way.
You may take your Estate Briefing Paper to your own lawyer, or you may choose to work with our lawyer to confirm your Estate Plan meets all the legal requirements to ensure a water-tight strategy.
Managing your personal expenses in the face of the rising cost of living. We run through a live demo of our detailed 12-month personal budget worksheet so you know how you can effectively use this tool yourself.
WEBINAR - Recording
The best retirements are those planned well in advance. Because when it comes to designing the life you want, age should never be a limit.
In this expert-led webinar, we’ll walk you through the essential strategies to help you create a financially secure and fulfilling
retirement - on your terms.
