As part of the settlement process, it was important for Pamela that we find an outcome that was not only optimal, but one that produced the least risk going forward. For us that meant delving deeper into the following:
- Does the asset split optimise the tax benefits?
- What are the tax implications for controlling certain assets, companies, or trusts?
- What are the “other costs” that could occur during or after settlement?
- What are the consequences of taking over the trust or company?
- Could she effectively distribute the proceeds held by those trusts and companies to either herself or her children?
- Would any small changes now have a great impact to her future?
Note: These are real case studies of clients we’ve worked with, though we have changed their names to protect their privacy.
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