Safeguarding Your Legacy
​
At MWC Group, we recognize that planning for the future is not just about your own lifetime, but also about the legacy you leave behind. This page provides a comprehensive introduction to estate planning, empowering you to make informed decisions about your legacy and ensuring your wishes are honored.
​
The Value of Estate Planning
​
Estate planning is the process of creating a strategic plan for the distribution of your assets – including your property, investments, and possessions – after your passing. A well-thought-out estate plan offers peace of mind, knowing that your loved ones will be taken care of and your wishes will be respected.
Global Perspectives
Estate planning laws and regulations can vary greatly from one country to another. While this page offers a broad overview, the specific strategies you employ will depend on your location. MWC Group has a presence in four key regions:
Here, it’s important to consider the implications of inheritance tax and to utilize tools like wills and trusts effectively.
Be mindful of potential forced heirship laws and residency requirements when inheriting or bequeathing assets.
Switzerland provides favorable estate tax treatment for spouses and descendants, but understanding domicile regulations is crucial.
The USA has a federal estate tax and various state-level inheritance taxes that need to be considered when planning your estate.
Crafting a Comprehensive Estate Plan
​
Our advisors at MWC Group can assist you in developing a personalized estate plan that addresses your unique circumstances. This includes:
-
Identifying Your Beneficiaries: Determine who you want to inherit your assets.
-
Minimizing Tax Liabilities: Explore strategies to reduce estate and inheritance taxes.
-
Choosing the Right Tools: Utilize wills, trusts, and powers of attorney effectively to manage your wishes and assets.
-
Appointing Guardians for Minor Children: Ensure the well-being of your children if you pass away before they reach adulthood.
​
MWC Group: Your Ally in Global Estate Planning
​
Effective estate planning involves more than just writing a will. Our experienced advisers at MWC Group can provide tailored guidance based on your regional laws and family dynamics.
​
Please note: This activity is not regulated by the FCA. The investment services and investments may have tax consequences for you. The rates and bases of taxation can change. You should seek professional tax advice on possible tax consequences before investing.
Taking the Next Step
​
For more specific information and strategies relevant to your location, visit your dedicated regional website:
Don’t leave your legacy to chance. Reach out to your nearest MWC Group office today to schedule a consultation with a qualified estate planning advisor. Together, we can create a plan that safeguards your wishes and protects your loved ones for generations to come. Let’s secure your legacy together.
MWC Guides
