What is an Estate Briefing Paper?
Welcome to Smart Private Wealth • Learning Centre • Videos & Webinars
Welcome to Smart Private Wealth • Learning Centre • Videos & Webinars
Your Estate Briefing Paper is your final
guideline to ensure that all your hard work is not dissolved with unnecessary fees or taxes, and that your beneficiaries will not be
financially burdened. It can be somewhat considered as a map. A map of where you are now, and what is to happen with all pieces of your
life after you are gone.
Having an Estate Briefing Paper prepared by strategic tax advisors means that we can guide the structure of your Estate Plan to ensure your assets will be managed and transferred to your beneficiaries in the most financially efficient and tax effective way.
You may take your Estate Briefing Paper to your own lawyer, or you may choose to work with our lawyer to confirm your Estate Plan meets all the legal requirements to ensure a water-tight strategy.
Managing your personal expenses in the face of the rising cost of living. We run through a live demo of our detailed 12-month personal budget worksheet so you know how you can effectively use this tool yourself.
ONLINE WEBINAR
28 September 2023 // 12:30 - 1:30p.m.
In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This
webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and
secure your financial future.
