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Rockwills Annuity Trust
This Rockwills Annuity Trust provides the following benefits to the Settlor and Beneficiaries:
- It is structured to distribute income on a regular basis for you and your beneficiaries
- Assets are protected from creditors
- Settlor can get into a lower tax bracket and pays lower taxes
- Beneficiaries have uninterrupted income even on Settlor’s death
Description

Rockwills Annuity Trust
The annuity trust is to help our clients to save tax from income generated from their property investment. When your fully owned (no loans or encumbrances) properties and the rental income are in the Annuity Trust, the income is no longer attributed to you. You get the benefit of a lower tax bracket. And the income is passed through the trust to your beneficiaries.
Rockwills Annuity Trust Benefits
This Rockwills Annuity Trust provides the following benefits to the Settlor and Beneficiaries:
- Rockwills Annuity Trust is structured to distribute income on a regular basis for you and your beneficiaries
- Assets in the Rockwills Annuity Trust are protected from creditors
- Settlor can get into a lower tax bracket and pays lower taxes
- Beneficiaries can also control their tax brackets by controlling the income amount from the Annuity Trust.
- Settlor can monitor and control the distribution of income to beneficiaries
- Settlor can have peace of mind the loved ones and other beneficiaries continue to have assured income without further estate administration processes, on Settlor’s death.
- Family members and other beneficiaries enjoy long term income from rental income from well maintained properties
- Minors and young children get immediate and regular income to protect them losing their inheritance
- The rental properties are funded to ensure proper maintenance to ensure income continuity.
Rockwills Annuity Trust Features
Rockwills Annuity Trust offers the following features:
- Rockwills Trustees consists of a group of tax excepts and a legacy management team in managing your investment properties.
- Rockwills Annuity Trust can include a Life Insurance policy to pay for the maintenance and upkeep of the properties, without using the rental income
- Rockwills Trustees are independent from family and other related parties who may have an interest in acquiring the properties for their personal gains
- Rockwills structures the Annuity Trust by buying properties on your behalf, using cash upfront.
Request for a Trustee Services or Trust Setup Official Proposal
Send this product in as a sales order request (Add to cart and checkout. No payment will be taken nor asked. The order will be seen as a request for a custom quotation for your needs sent to AIA Life Insurance and Rockwills Estate Planner Levine Lee. As the senior life insurance agent with Red Cover, she will get back to you with the answers to your request.
Contact Rockwills Estate Planner and Trusts Malaysia Franchisee
Or, if you prefer, you can contact Levine Lee, our Rockwills Trustee Franchisee Malaysia, to get in touch with you on your requirements. Her WhatsApp and mobile is +6012-684-0948
