by Camden Professionals | Jan 24, 2024 | Family Trusts, Financial Planning, Succession Planning
A testamentary trust is a trust created by a Will. It is generally a discretionary trust – one where the Trustee has full discretion about who benefits, and to what extent, under the trust. Why would I use a Testamentary Trust? Testamentary trusts can make sure the...
by Camden Professionals | Jan 24, 2024 | Family Trusts, Financial Planning, Succession Planning
Time is everything when it comes to estate planning. Regardless of whether procrastination is your default mode, it’s essential to set aside any delaying tendencies and attend to your affairs promptly. By establishing a robust estate plan, you can lead a...
by Camden Professionals | Nov 30, 2023 | Business, Retirement, Succession Planning
Effective businesses recognise the necessity of transparent communication and a well-constructed plan to guarantee ongoing operations. Delegating control to another individual is invariably challenging, a truth applicable not only to personal life but also magnified...
by Camden Professionals | Mar 15, 2023 | Asset Protection, Discretionary Trusts, Family Trusts, How To, Property Trusts, Succession Planning
Although trusts are common, they are often poorly understood. Setting up a trust is often driven by a new business opportunity, a growing business, or a need to better structure your investments. When set up correctly, there are clear tax benefits when it comes to...
by Camden Professionals | Oct 10, 2022 | Business, Retirement, Succession Planning
Successful businesses know they need open communication and a plan to ensure continuity. Handing over control to someone else is never easy – this is true in life and perhaps even more so in business. Whether it be ownership, management or another role, it is...
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