Case Study: Estate planning, tax minimisation and portfolio management
In this compelling case study episode, Stuart shares a real-life example that masterfully combines estate planning, tax minimisation, and portfolio management strategies. He walks through the steps taken to optimise an unexpected multi-million dollar inheritance for a client.The pivotal move? Establishing a testamentary trust as outlined in the will, enabling the transfer of the inherited share portfolio into this strategic structure. By distributing the income and capital gains to the client's seven grandchildren, a remarkable tax-free outcome was achieved by leveraging their lower marginal…
The skinny
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