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Showing 1 - 2 of 2 results for "Wealth Preserver"

Lifeplan bond 'highly recommended'

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
... applications possible due to its legal and tax structure, as are Lifeplan's management team. Lifeplan's unique Wealth Preserver feature enables strategies usually only available through a trust structure, allowing the owner to control timing, distribution ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
... wealth that is passed on to the next generation when a client dies. The retail funds management firm's NextGen Wealth Preserver is structured so the client's funds, upon death, are transferred tax free to each nominated beneficiary in a NextGen account. ...
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