Overview
An Annuity Trust can support clients who intend to pass down rental or investment income to family in a tax-efficient and structured way.
What is Annuity Trust?
When you invest in properties, you may choose to channel rental income toward your spouse, children, and loved ones.
An Annuity Trust may help maximise savings in a tax-efficient manner and provide a structured solution for families with substantial income or property investments.
Next step
The right structure depends on family relationships, assets, liabilities, nominees, beneficiaries, and business interests. A consultation helps confirm which document or trust arrangement is suitable.