Tax and estate planning in 2025: strategies and risks
Published Date: 11 Nov 2024
In light of ongoing changes to the taxation regime and the expanding wealth of Australia’s ageing population, there has for many years been a growing need for appropriate tax structuring in all estate planning related areas. At its heart, therefore, “holistic” estate planning is predicated on a deep understanding of tax-related second order consequences. In recent years, holistic estate planning has seen a constant evolution in a number of areas, including trust vesting, trust splitting, testamentary trusts, excepted trust income and family trusts. Near the start of a new calendar year, it is timely to again explore a number of the most common strategies utilised in the holistic tax and estate planning arena over the last 12 months and to consider the risks associated with those strategies.
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- Published By: Matthew Burgess CTA
- Published On:11 Nov 2024
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