Estate And Legacy Planning
Leave a Legacy That Can Reflect Your True Intentions.
reserving and protecting wealth is not just about accumulating assets, but also about ensuring that those assets are managed and distributed in a way that reflects your values and objectives.
At GDC International Ltd, we believe that protecting your wealth for generations to come requires vision and well thought out trust and legacy planning. Therefore, we work with our clients to develop a comprehensive plan that reflects their unique circumstances and objectives. We take the time to understand your family dynamics, your goals, and your values, and work with you to create a plan that addresses your needs and concerns.
Estate Planning
You may think that estate planning is all about what happens to your assets after you pass away. While that’s true, it’s also about organizing your assets now to maximize their effectiveness, to protect and benefit your loved ones or to minimize the impact of taxation.
Estate planning is an important consideration when it comes to preserving and protecting wealth. It is more than just the assets you leave behind; it’s the values, principles, and beliefs that define you and your family. By taking the time to define and articulate your estate, you can ensure that your beneficiaries understand your intentions and how to carry them out with your best interests in mind.
Our access to professional and straightforward Will Writing service gives you peace of mind that your loved ones will be provided for should the worst happen.
Legacy and intergenerational wealth planning
Families should use their joint assets to support each other during their lifetime. Traditionally, after death, assets are passed from one generation to the next. However, increasing life expectancy and profound societal changes mean that many families need to rethink how their assets can be used across generations to benefit the whole family.
We offer estate planning and tax-compliant solutions while providing much-needed support to ease the financial burdens of everyday life.
As you approach retirement age, it is essential to have a solid plan in place to ensure financial stability and security in your golden years. The right advice at this critical stage of life can significantly impact your future prosperity and quality of life.
Our professional financial advisors can help you assess your current financial situation, establish your retirement goals, and determine the best strategies to help you achieve those goals. We can also help you make informed decisions about your retirement savings options to ensure you have the necessary resources to support your desired retirement lifestyle.
With thoughtful and appropriate advice, you can approach retirement with confidence and peace of mind, knowing that you have taken the necessary steps to secure your financial future.
Guardianship
In the event of your untimely death, don’t be put in a situation where the courts decide who will care for your children. Appointing guardians, both temporary and permanent, can provide both a quick and long-term solution to this situation.
Advice relating to a will or matters of guardianship involves the referral to a service that is separate and distinct from those that are offered by St. James’s Place.
A Plan For The Future
Ultimately, the goal of trust and legacy planning is to leave a lasting legacy for your beneficiaries. By taking a strategic approach to managing your wealth and assets in cooperation with our team here at GDC International Limited, you can ensure that your beneficiaries are provided for in a way that aligns with your values and objectives. With the right planning and guidance, you can protect your wealth and leave a lasting legacy for generations to come.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.
