Wills, Trusts & Estates - Globalwise Financial Services

Your Will and Testament is a legal document that gives you a say even after your death as to how your estate should be distributed and who should benefit from it.

Globalwise Financial Services, in collaboration with our expert legal team, has extensive experience in the drafting of Wills.

Regardless of your motivation, there are plenty of pitfalls when drafting a Will – what is said, how it is said and whether the formalities of executing the Will are complied with. For this reason, a do-it-yourself (DIY) will is potentially dangerous and should be avoided. If you get things wrong, it could have painful unintended consequences. Your beneficiaries could end up in a long and expensive court case as they battle over the interpretation of your words or actions. When money is involved, some beneficiaries and potential beneficiaries will look for any loophole to exploit.

Your Will summarises your legacy that you are leaving behind, for your life partner, children, grandchildren or business partner(s).

A correctly worded, discretionary trust is an effective and valuable wealth management planning tool. The flexibility of this trust caters for such uncertainties as divorce, insolvency, increase in family size or fortunes and annual changes to individual tax legislation. A discretionary trust, allows you or any of the income and capital beneficiaries to be cared for in the event you become critically ill, incapacitated, retire or die.