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KLASS BANK

Plan how your intentions will be carried forward

Coordinate banking arrangements with estate, family and succession planning. Legal and tax documents require the appropriate professional advice.

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Find the arrangement that fits

Select an option to build your preparation list and a focused request to KLASS BANK.

Estate and beneficiary planning

Personal legacy

Identify which assets, account authorities and beneficiary arrangements need to be considered together. Keep the plan aligned with current family circumstances.

What to compare and prepare

Review ownership and access arrangements alongside the relevant legal documents.

  • Broad asset categories
  • beneficiaries
  • jurisdictions
  • advisers and document review dates

Family and business succession

Continuity across generations

Prepare for a transfer of responsibilities or ownership. Separate the operating needs of a business from family liquidity and longer-term estate objectives.

What to compare and prepare

Identify decision-makers, ownership changes and funding needs during the transition.

  • Ownership structure
  • succession timetable
  • existing borrowing
  • family and business priorities

Charitable and family giving

A defined giving objective

Discuss the banking and planning needs associated with a giving programme. Consider timing, liquidity and the intended recipient before committing assets.

What to compare and prepare

Coordinate the proposed structure with legal and tax advice.

  • Giving purpose
  • proposed timing
  • assets involved
  • professional advisers
Compare all options side by side
Compare the purpose and terms to review
OptionPrimary needTerms to review
Estate and beneficiary planningPersonal legacyReview ownership and access arrangements alongside the relevant legal documents.
Family and business successionContinuity across generationsIdentify decision-makers, ownership changes and funding needs during the transition.
Charitable and family givingA defined giving objectiveCoordinate the proposed structure with legal and tax advice.

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