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

Benefits include protecting assets of the first spouse to support the surviving spouse (for married couples), protected lifetime gifting, next generation tax benefits, reduces the impact on the assets from third party claims such as divorce, and gives flexibility to the Trustees on how and when benefits are released.

To find out more, sign up to our no fee Trust Solutions Workshop.