Succession planning

Passing on your wealth to loved ones

Putting financial plans in place will mean that your clients are able to pass on their assets to their chosen beneficiaries. As a financial adviser can help ensure this happens according to their wishes and as efficiently as possible, while also ensuring that the quality of their life in later years is not compromised. This will, ultimately, give your client peace of mind.

Your clients superannuation fund can provide a tax efficient vehicle to save for retirement and is also an effective way of transferring wealth when they die. Setting up a family trust can also be tax efficient and can help ensure your clients wealth is passed on in a tax-efficient manner.

With some careful long-term planning, you could help to put an effective arrangement in place to protect your clients loved ones leaving your clients free to enjoy life, secure in the knowledge that their financial planning has been taken care of.

Download our guide to succession planning here

The information provided here does not constitute investment advice or an offer to provide any product or service by Friends Provident International.

Please seek professional advice, taking into account your personal circumstances, before making investment decisions. We can accept no liability for loss of any kind incurred as a result of reliance on the information or opinions provided here