Generation Planning

Ensuring your wishes are carried out after you are gone …
If you have significant assets and no Will in either the country you reside or in countries in which your assets are held in (or one that is out of date), we hope you are planning on immortality! Unless you have no spouse or children, or care little where your wealth goes when you die, you should ensure your Will and any wealth holding structure is fit for purpose, reflects your wishes and is up to date. Otherwise your wealth may not go where you intend it to.

If you are not clear that your Will and Inheritance Tax Planning achieves the following goals, you should speak to us:

We frequently encounter scenario’s where the above two goals are not accomplished in their entirety within family or business planning.

For a no obligation, initial discussion at our cost, please contact us or call +356 2776 1094.

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Templar European Investment Services Ltd - Financial Planning, Property, Pensions, Generation Planning, Business Owners, Financial Services, Malta

  • Templar EIS Ltd.
    VO2, The Hub
    Triq Sant Andrija
    SGN 1612
    San Gwann
    Tel: +356 2776 1094
    Fax: +356 2776 1084

Templar European Investment Services is a trading style of Templar EIS Limited, registered in Malta - number C70357.
Registered address The Hub, Triq Sant Andrija, San Gwann SGN 1612, MALTA.
Templar EIS Limited is licensed to provide investment services by the Malta Financial Services Authority and is an Enrolled Insurance Broker.

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