Helping you leave your affairs in good order

Wills and Estate planning

Your hopes to ensure a secure and practical future for your family’s well-being depend on how well you plan today.  Transferring your assets when the time comes – whether your home, your business, your investments or any financial source – takes careful estate planning.

Perpetual can help set in place the right estate planning structures and documentation for smooth transition and tax effective transfer of assets.  Our experienced team of advisers outline your wishes clearly to ensure your estate is transferred to your beneficiaries efficiently.

Working to your wishes

We can work closely with your own legal or business advisers to create an estate plan or trust to achieve the level of financial security you want for your beneficiaries. This could mean taking advantage of the tax position of each beneficiary to minimise capital gains tax and other taxes and ensure they receive the maximum benefit from your estate.

We can help you avoid many of the problems associated with challenges to Wills such as family disagreements over the division of assets or who has been appointed executor. These disagreements can lead to protracted and very costly legal challenges that can severely erode the value of your estate.

What’s more, we take into account evolving legal and economic strategies to make the most of your plan and update it to reflect changes in tax laws if you wish. Estate planning is a continuous process and should reflect any change in your personal circumstances. You can determine the level of service we provide for your estate planning, either as an ongoing partner or a one-time resource.

Wills: Understand their impact

Perpetual can arrange for the preparation of a comprehensive Will that sets out your wishes and intentions with clarity.  We can advise you of hidden legal, financial and tax problems and ensure your Will is a legally sound document.
To discuss how we can assist with your Will preparation, you can make an appointment here or speak to one of our advisers in your area by calling 1800 631 381 during business hours.  To see a range of our comprehensive wealth management services, visit Private Clients.

Creating Enduring Powers of Attorney

Acting as an attorney carries very serious, time-consuming legal responsibilities.  By appointing a professional attorney you do not need to burden your children or other family members or friends with these responsibilities.

Perpetual can be appointed as your attorney under an Enduring Power of Attorney to make financial decisions on your behalf if you are ever unable to do so. This gives you the comfort of trusting an experienced independent professional to be responsible for the management of your financial affairs.

Find out how we can help: make an appointment here or speak to one of our advisers in your area by calling 1800 631 381 during business hours. To see a range of our comprehensive wealth management services, visit Perpetual Private Clients.