Page 10 - Finance North - E State Planning Service

Potential solutions

Will Will

Family Family
Trust Trust

Deed of
Interest in Severance Interest in
Possession On death On death Possession

Trust 50% 50% Trust

PPP PPP
Trust Trust
Cash
Assets
Policies

Gift Gift
Trust Trust

Life Pension Life Pension
Assurance Death Assurance Death
Trust Trust Trust Trust

Beneficiaries receive 100% of their inheritance
in the most Tax efficient & timely manner
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