Lifetime Transfers

Some people like to transfer some of their assets to family members whilst they are alive; these are known as lifetime transfers.

The Solidus Protective Gifting Trust is designed to let you transfer assets to your chosen beneficiaries in a protective way and can form part of your tax planning.

Benefits include protection from social impacts, such as divorce, next generation tax planning and flexibility on how and when benefits are released.

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