The purpose of our services is to increase, preserve and protect your assets during your lifetime and to ensure their use after your death. For the business owner, our services also include the preservation and protection of business interests.
A will is the foundation of a successful estate plan. It expresses your wishes about what happens to your personal assets when you die. It is therefore important to ensure that your will is valid, signed and up-to-date.
We will provide advice about your will, ensuring that the provisions are linked to your overall estate planning needs. We also give advice about:
A trust is brought about when property is transferred by one party to be held by another party, for the benefit of a third party. If used effectively, a trust is an estate planning and tax planning instrument that can save you money and protect your family when they need it most. Skilled trustees can significantly enhance the long-term financial well-being of current and future generations.
Glacier can provide advice on how to create and register new trusts based on your requirements and ensure that the trustees are able to manage the trust assets with flexibility and tax efficiency.
We conduct reviews of existing trust deeds to ensure that they are up to date, take account of recent legislative and tax changes, and are being administered properly.
We have various tools available to analyse your estate liquidity and indentify your business risks.
Estate planning must take all potential life events, both good and bad, into account and be flexible enough to meet your changing needs. We can assist you and your financial planner to make decisions about the following:
It is designed to address your individual concerns and objectives.
Our team of highly qualified fiduciary specialists will ensure that your planning instruments fit together to produce the results you want. It is our aim to ensure that your objectives to create, preserve and transfer your wealth are met.
Although we do not provide implementation services like drafting your will or trust deed, we can refer you to a competent service provider who can implement our recommendations