Supporting your family is an important motivation in growing your financial position, but what can you do for them once you are no longer around? Establishing a meaningful legacy for your family is about more than just ensuring your wealth is suitably distributed if something happens to you. It is also important to manage your wealth in the present to ensure that you will have sufficient assets to benefit those you care about. At Blueprint Planning, we provide integrated and comprehensive advice encompassing investment, tax and estate planning to guide you through these important decisions.
Through our referral partners we will also ensure that your assets are distributed how and where you want them to be, giving due consideration to tax effective strategies. In addition, we will work together in co-ordinating wills and enduring powers of attorney.