Wills and Trusts

Wills

Planning for a safe and secure future for your loved ones

No one wants to think about death in the prime of life. But it’s important to decide what will happen to your assets when you die, who will look after your children if they are still young, what trusts you want established, how much money you’d like donated to charities and even instructions about your funeral.

Working and living outside your home country makes this planning even more crucial, having to take into account local inheritance laws and practices. So please ensure your will is up to date or ask our Financial Advisers.

Trusts

A trust allows you to dictate how your wealth is to be managed and distributed, and by whom, during your lifetime, and after death. There are several reasons why setting up a trust is a good idea for investors, especially expatriates who reside in jurisdictions where the forced heirship of Sharia law is practiced or onerous¬†estate duties are levied. It enables you to protect your assets and ensure that they are distributed according to your wishes. A trust is a useful part of any investor’s overall investment strategy and we’re able to advise the best way to set one up by taking into account your individual needs and circumstances.