Case study – When you decide that enjoying life is more important

Paul recently retired from a very successful dental practice and had always taken control over his own financial affairs. During his first year in retirement he made his own investment decisions and invested significant monies while closely following the market commentary and reading up on the more technical aspects of financial planning.

He began to realize that this was taking up a significant part of his life and this is where GBK came into the picture. He was introduced to us through his accountant a few years back and decided to have another meeting.

Paul was keen to make better provisions for his children but wasn’t sure of the best way to go about this or whether he could afford to do so.

Meeting with us was a real revelation. We didn’t try to influence him to buy a product and instead listened carefully to his needs and concerns.

We illustrated a cash flow process to help Paul clarify that he was fortunate enough to be in a position whereby he would be highly unlikely to ever run out of money and therefore he could make provisions for estate planning for his two children as he had wanted to do.

With the assistance of a tax lawyer we were able to establish a suitable Trust for the two children and yet at the same time retain control over what happened to the fund during Paul’s lifetime.
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Paul was really pleased that he was able to receive a regular income while at the same time make provision for his children’s inheritance. We fully involved the children who were also included as Trustees.

Paul understands that the investment process that is used for the Trust is very cost effective and yet diversifies the Trust assets really well.