Sound financial plans extend beyond the present day with strategic trust, estate, and tax planning.
A major concern for many of our affluent families is both their current and future tax liabilities. At Beacon Hill Wealth Management, we realize that proper tax planning can capture more “added value“ (commonly called Alpha, the holy grail of investment returns) than almost any investment style or product can.
The partnership we have formed with a select few of the top accountants in Victoria ensures that our clients’ financial plans always maximize the tax benefits allotted to them. Small business owners have an even greater opportunity to take advantage of tax efficient investing, and as small business owners ourselves, we are intimately familiar with strategies that can assist our clients in keeping more of their hard earned income.
We also work with some of the top Estate attorneys in town to ensure you are planning for your family not only today, but tomorrow as well. Robust estate planning can be the difference between your assets smoothly transitioning to the next generation in a tax efficient manner, and your heirs quarrelling over assets to sell to meet tax obligations. The time and money spent now to set up a flexible estate plan can pay huge dividends in the future, and can end up saving your family a considerable sum of money and grief.
Whether it’s helping you set up a family trust or simply moving money from an open account into a registered account, we are here to help you achieve all your financial and legacy goals.