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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 during your lifetime that continues after your death, then a private ancillary fund (PAF) may be suitable.

A PAF enables you to make tax-deductible donations to philanthropic organisations. It can help you direct a meaningful portion of your wealth towards philanthropic causes and allow you to stay involved in ongoing decision-making.

We can help you establish a PAF, by organising the necessary documentation and putting the right governance structure in place so your fund operates smoothly and efficiently into the future.

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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