How to control a family trust when you die – our free downloadable Guide

It’s pretty common to hold assets in a family trust. We do this to protect the assets and to minimise our taxes. That’s all well and good until it comes to estate planning. If you have a family trust then you need to give some very careful thought about how you are going to pass the trust (and its assets) to the next generation.

Download our comprehensive guide to controlling your family trust when you die here

 

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Advising under an EPOA: Know your duties and risks

Advising under an EPOA: Know your duties and risks

As a professional adviser, you may have been instructed to manage personal wealth matters for clients in a way that benefits not only your client but also their families.  Your client, like Mary, may have routinely provided regular financial support to their family – adult children, grandchildren, spouses, or even elderly parents. This support can be informal but deeply entrenched, often continuing for years. 

But what happens when your client loses capacity, and their Enduring Power of Attorney (EPOA) takes effect? 

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