partners for life

mp+ newsletter

get mp+ insights straight to your inbox

Top

partners for life

Posts Tagged ‘trusts’

Private Companies and Discretionary Trusts – How can these Affect your Retirement?

November 12th, 2018

Discretionary trusts and private companies are used extensively by small and medium sized business owners and families, and have been proven to provide tax effective strategies during business and working lives. However, there are implications in retirement around means testing, including for pensions and fees for aged care. Case Study In a recent case, aread more

Thinking about becoming a client?

Book your free, no obligation consultation right now via our online booking system or get in touch to find out more

Already a client and want to get in touch?

Send us an email via our enquiry form or give us a call today