SUCCESSION & ESTATE PLANNING

 

Offshore Financial planning is not only about protecting your assets and savings for retirement and for future needs, but also about protecting your financial legacy for your family and heirs.  Considering you have spent much of your life working and creating wealth, it is not uncommon for you to have accumulated assets in more than one jurisdiction. These assets could cause complications on death due to the onerous and expensive legal procedures usually required to release these assets to your intended beneficiaries.

 

At Pointhaven, we are conscious that many of our clients have assets in more than one jurisdiction and need to ensure that on death their legacy is not forfeited in large parts to estate duties and probate costs but are passed to heirs and beneficiaries in a seamless and cost effective way. Every clients’ circumstances can differ, but at Pointhaven we can provide you with an array of estate planning solutions to meet your specific needs whether through the establishment of a Will, a Trust or more complex solution.

Benefits of a Will or Trust include:

Protection from Estate duties or Inheritance Tax

Protection of assets

Tax deferment

Passing on wealth, intact, according to your wishes

Efficient administration of your estate and assets

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