Protecting the legacy
you leave behind
Investment services
Smart planning for future generations
Inheritance tax can significantly reduce the value of the assets passed on to your loved ones – especially for those with substantial investments, property, or business interests. Planning ahead can help ensure your legacy is protected and your wishes are honoured.
At AAA Private Wealth Advisors, we work closely with you to build a portfolio that’s both tax-conscious and growth-focused. By taking action now, you can reduce potential tax liabilities and gain peace of mind knowing your financial legacy is in good hands.
How can we help?
Build a legacy that benefits your family, not the tax office
Our Inheritance Tax Portfolio Service is designed to help you pass on more of your wealth by investing in assets that may qualify for valuable tax exemptions or concessions. We’ll collaborate closely with your legal and accounting advisers where necessary to ensure all components of your plan – wills, trusts, asset ownership, and investments – work together seamlessly.
- Structure investments for tax efficiency
- Identify tax-exempt asset opportunities
- Reduce inheritance tax exposure
- Align investments with legacy goals
- Plan for multi-generational wealth transfer
- Coordinate with legal and financial advisers
Ideal for individuals who
- Are considering structured succession planning
- Want to reduce the tax liability on your estate
- Have concerns about how your assets will be distributed
- Are seeking a proactive, structured approach to wealth preservation
Planning ahead for a more secure, tax-efficient legacy
If you're thinking about the next generation, this strategy could be for you.
A carefully tailored inheritance tax strategy can help you manage risk, maintain control, and make sure more of your wealth ends up where it belongs — with the people you care about most.
Why choose us
Experience that makes a lasting difference
At AAA Private Wealth Advisors, we’ve helped countless families structure their investments to preserve and pass on wealth with confidence. Our team brings deep expertise in tax-aware investing, estate structuring, and multi-generational planning – all delivered with personal service and care.
Why clients choose us
- Proven strategie
- Strong relationships
- Extensive experience
- Transparent communication
Managing the transfer of wealth across generations requires careful planning and a strategic approach. Our Inheritance Tax Portfolio Service is designed to help clients protect and preserve their assets, ensuring that more of their wealth is passed on to those who matter most. We provide clear, personalised advice to help you navigate complex tax considerations with confidence.
Michael Collins Senior Adviser
What our clients say
AAA Private Wealth Advisors helped us create a plan that was tax-effective and aligned with our values. It gave us peace of mind we didn’t know we were missing.Client satisfaction survey
What can
we help
you with?
Find us
AAA Private Wealth Advisors,
7/2 Mill Street,
Perth, Australia
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AAA Private Wealth Advisors is a trading name of AAA Private Wealth Advisors PTY Ltd, which is incorporated in Australia and holds Australian Business Number (ABN) 19 121 081 810. We are authorised and regulated by the Australian Securities and Investments Commission (ASIC).
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