Expert financial guidance to help you get the most from your money.
ESTATE PLANNING
We are here to take care of your wealth. Then grow it for the ones you love, beyond today, beyond imagination.
Your advisor will work closely with a team of fiduciary specialists to create a solution that’s not only suitable according to your requirements but also sustainable for you and your family. It is important to note that estate planning is not simply drafting of a will and or the structuring of an estate plan to limit estate duty. Estate planning involves far more, such as, understanding future needs, risks and goals in order to ensure your requirements and legacy are achieved. All Sharenet clients are reviewed on a regular basis to ensure that as your needs and goals may change so does their estate plan.
We look at:
DOES YOUR PORTFOLIO REQUIRE OFFSHORE DIVERSIFICATION
Our fiduciary specialists can assist you with an offshore structure.
INTERNATIONAL RETIREMENT PLAN
Protecting, preserving and building wealth globally for individuals and corporates.
PLANNING YOUR LEGACY
With a thorough plan comes peace of mind.
TRUST AND STRUCTURING
You won't live Forever But Wit the Right planning you can create a legacy that will
Trusts have an ONGOING role to play within estate planning. Trusts offer benefits such as asset protection and financial continuity. Heirs will also have access to funds from a deceased estate immediately, rather than having to wait for the unravelling of red tape.
Our expertise spans jurisdictions. This is particularly important if you or your heirs are planning to emigrate. However, trust may be a cog in the wheel of a structure which may be suitable to your requirements.
WILLS & EXECUTORSHIP
If you would like to have utter peace of mind that your estate will be well handled, let us help you leave a trouble-free and lasting legacy, that avoids any delays or unnecessary stresses for your heirs.
All Sharenet clients are offered a drafting and safe-keeping of Will service with excellent discounted executorship fees as part of your financial planning requirements. Sharenet make use of Campbell & Co, as our preferred Wills and Executorship partner. Campbell & Co was established in 1992 and is focussed exclusively on the writing of Wills and acting as executor on the estates of its Wills clients.
The HICA ensures that you have immediate access to cash while receiving an exceptional return on your cash through Sharenet's scale and bargaining power with external banking institutions.
TAX PLANNING
Our expertise covers extends to the international Investment landscape.
If your personalised financial roadmap calls for offshore solutions, your advisory partner has immediate access to a wide range of products or can tailor make a bespoke solution that meets your needs. specialists.
Sharenet has a thorough understanding of the European regulatory and legislative environment and our hands-on approach translates into fast and efficient implementation of any investment decision you make.