ESTATE PLANNINGTake The Necessary Precautions
Estate Planning And Life Insurance
Nobody wants to pay for insurance (we get that) but prudence requires that we take the necessary precautions to protect ourselves and our loved ones from unforeseen loss and avoidable trauma.
Take The Necessary Precautions And Plan Ahead
UNRIVALLED EXPERTISE
As the old saying goes: the only certainties are death and taxes.
Whether you are a grandpa trying to ensure a meaningful inheritance for your grandchildren, or a single entrepreneur with no plans to start a family, you need to think about the impact of these factors on your estate and your wealth.
HWP’s experienced team are experts in Estate Planning and our partnerships with various Tax and Legal professionals allows for advice that is personalised, efficient and up to date with changes in legislation.
With Heritage Wealth Partners primary expertise and main focus being in Investment consulting, we have been able to carry over our data driven approach to our Estate Planning and Insurance portfolios.
This results in HWP clients having true insight into their financial plan with particular detail given to Transparency, Fees, Efficiency and Tax Mitigation.
HIGHLY FOCUSED
At Heritage Wealth Partners, we have a deep understanding of estate planning and how to ensure that your wealth is secured for the purposes you intended.
You might only need a simple step to prevent unnecessary delays and taxes, resulting in a low stress, efficient process for your beneficiaries.
Many of our clients own assets in multiple geographies, held through various structures and juristic persons.
We offer elegant estate planning solutions for every level of complexity.
See For Yourself How We Can Do This For Your Portfolio
Frequently Asked Questions
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