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Leaving a legacy

There are ways you can give your money to a cause you care about, either as a gift during your life or as a bequest in your Will.

The gift that keeps on giving

If you want to create your own personal giving program that continues after your death, then a Private Ancillary Fund (PAF) may be suitable. 

 

With a PAF, you can make tax-deductible donations to philanthropic organizations, directing your wealth toward meaningful causes while staying involved in decision-making. 

 

We can help you set up a PAF by organising the necessary documentation and establishing an effective governance structure for smooth, ongoing operation.

Insights related to your estate

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Receiving an inheritance brings greater responsibility than any other form of financial windfall.
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Investment market review - Quarter-ended 30 June 2024

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The Research Team provides a performance summary and commentary on each of the five main asset classes.
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Not just cruises: Boomers direct spending to kids and grandkids

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Award-winning adviser, Charlie Fraser finds many Baby Boomers are helping younger family members rather than splurging on themselves.
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