The Solidus Beneficiary Protection Plan is a purpose designed framework which can be used to protect your lifetime transfers to beneficiaries as well as your residual estate values on death.

Married Couples Single Persons Case Study
Click to see the full-size video Click to see the full-size video Click to see the full-size video

Benefits include protecting lifetime transfers to beneficiaries, protecting the assets of the first spouse to support the surviving spouse (for married couples), offers tax benefits for the next generation, reduces the impact on your assets from third party claims and gives flexibility on how and when benefits are released.

Please send me contact details of a Solidus trained Financial Planner in my local area.