Brian Hor Email and Phone Number
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Brian Hor personal email
* WHAT DO I DO?I help people achieve peace of mind by passing on their wealth to their family in ways that protect their assets, safeguard their children's inheritances, and can legally save thousands in tax.* WHO DO I HELP?Most of my clients would have at least $2m in assets (including their home, super and life insurance death benefits) that they want to protect, and often have a family trust and / or their own SMSF.* WHAT ARE MY EXPERIENCE AND QUALIFICATIONS?My professional experience of over 36 years includes:• Principal and Legal Practitioner Director, WillWorks® Pty Ltd;• Special Counsel, Superannuation & Estate Planning, Townsends Lawyers;• Partner, PwC (I co-founded its Estate Planning practice in Australia);• Founding Chairperson, FPA Tax Committee and Member, FPA Public Policy Committee (7 years);• Member, ATO Alienation and Part IVA Working Group.I have:• Economics and Law degrees from Sydney University;• TTI Chartered Tax Adviser status;• Diploma of Financial Planning from Deakin University (I came 1st in Australia in three subjects - Risk Management, Taxation Planning, and Retirement Planning).* HOW "EXPERT" AM I REALLY?I'm regularly called on to give expert talks and seminars, such as:• I've been a guest expert several times on live TV, on Sky News Business and Studio 10 (Channel 10), talking about tax, super, and estate planning for blended families;• I've been interviewed by, and written hundreds of articles for, many publications including The Australian, Canstar, Sydney Morning Herald, Money Magazine and the Australian Financial Review;• I regularly deliver CLE presentations for organisations including The Taxation Institute, TEN The Education Network, LexisNexis, Legalwise, Kaplan Professional, and The College of Law.My clients have included former political leaders, famous TV celebrities, and CEOs of iconic Australian companies.My major published works (some of which I continue to update) include:• Chapters "Legal Personal Representatives in Estate Planning", "Claims against the Client and/or Estate", and "Implementation of Estate Plan", in LexisNexis Estate Planning (May 2014 to date);• "Wills Drafting" module in LexisNexis Practical Guidance (launched June 2012);• The "FPA & CCH Financial Services Compliance Manual" (launched 2003 - major co-author).
Willworks® Pty Ltd
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- willworks.com.au
- Employees:
- 1
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PrincipalWillworks® Pty Ltd Aug 2011 - PresentSydney, NswWillWorks® is a boutique law practice specialising in creating and implementing strategies to help you Tax Effectively and Asset Protectively preserve, protect and pass on your hard-earned personal and business wealth to your future generations, including:• Comprehensive, creative and flexible WillWorks® SmartWills™ with Sophisticated Fully Discretionary™ Testamentary Trusts – to help ensure your beneficiaries receive their inheritances in the most Tax Effective, Asset Protective and Flexible manner;• Sophisticated Fully Discretionary™ Family Trusts – uniquely designed to provide superior tax efficiency, asset protection, and succession of control;• Specialist Family Trust Deed Review and Update services – to provide “Bamford compliance”, flexible income streaming powers, plus important amendments (often overlooked by non-trust specialist lawyers) to enhance the asset protection and estate planning aspects of the trust;• Bespoke SMSF Binding Death Benefit Nominations to creatively and tax effectively deal with succession of superannuation death benefits (which are not automatically part of a deceased estate nor dealt with under your Will). Subject to the terms of the trust deed (which we can often update), our BDBNs can be tailored to be cascading across multiple generations, provide for life interests in income and fund assets, provide for conditional and discretionary benefits, and cater for blended family situations.WillWorks® offers Sophisticated strategies and legal documentation to help you Tax Effectively and Asset Protectively preserve, protect and pass on your hard-earned personal and business wealth to your future generations with innovative solutions that can offer significant, ongoing tax savings, the potential to protect inheritances from frivolous claims, and the flexibility to meet the challenges of modern living well into the future.
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Special Counsel, Superannuation & Estate PlanningTownsends Business & Corporate Lawyers Apr 2014 - Aug 2024Level 9, 65 York Street, Sydney, Nsw, 2000As Special Counsel, Superannuation & Estate Planning, I provide technical legal advice and estate planning and SMSF services to our many clients, as well as training programs to advisers to advance their estate planning advisory skills.I provide clients with a suite of tailored legal documents such as Wills (with or without bespoke Testamentary Trusts), Enduring Powers of Attorney, Appointments of Enduring Guardian, Living Wills, Memorandum of Wishes, Mutual Will Agreements, and SMSF BDBNs, which all work together to ensure that their wealth (whether in their personal names, in related entities and / or in superannuation) is safely protected from business risks and relationship breakdowns (both of the clients and of their children).
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Partner - Private Clients (Estate Planning)Pricewaterhousecoopers Australia Sep 2008 - Feb 2011SydneyAs a Partner in the Private Clients Estate Planning Team, I was responsible for:• preparing and presenting technical presentations to financial planners, accountants and lawyers;• providing technical and strategic advice, training and assistance to PwC’s Senior Estate Planning Advisers;• training and mentoring the Technical Services Team; and• ensuring the timely delivery of highest quality documentation for implementing recommended estate planning solutions for high net worth clients.I was also responsible for the design and implementation of systems, processes and legal templates for the creation of tailored Wills with sophisticated Testamentary Trusts, and the creation of specialised private Family Trusts, Unit Trusts and Hybrid Trusts.I also created and pioneered a unique system for the thorough legal review and update of Family Trust deeds for Tax Efficiency (including for income streaming, Div 7A issues and "Bamford compliance"), Asset Protection efficacy, and the effective succession of Trust Control to intended family members.
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Head Of Technical Services And Co-OwnerClarendene Pty Ltd Estate Planning Lawyers (Now Pwc Estate Planning) Apr 2004 - Aug 2008SydneyAs Head of the Technical Services Team, I was responsible for:• preparing and presenting technical presentations to financial planners, accountants and lawyers;• providing technical and strategic advice, training and assistance to Clarendene’s Senior Estate Planning Advisers;• training and mentoring the Technical Services Team; and• ensuring the timely delivery of highest quality documentation for implementing recommended estate planning solutions for high net worth clients.I was also responsible for the design and implementation of systems, processes and legal templates for the creation of tailored Wills with sophisticated Testamentary Trusts, and the creation of specialised private Family Trusts, Unit Trusts and Hybrid Trusts.I also created and pioneered a unique system for the thorough legal review and update of Family Trust deeds for Tax Efficiency (including for income streaming, Div 7A issues and trust income definition issues), Asset Protection efficacy, and the effective succession of Trust Control to intended family members.
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Chair Of The Tax Sub-Committee; Member Of The Public Policy CommitteeFinancial Planning Association 1997 - 2004SydneyAs Chairman of the FPA's Taxation Sub-Committee, I presided over important projects including:• the Reform of the Taxation System in 1998;• Alienation of Personal Services Income and the ATO Factsheet on financial planners;• impact of the FSRA for AFS licensees and representatives;• obtaining CGT and Stamp Duty Roll-overs for FSRA restructuring; and• obtaining the NSW Payroll Tax Exemption for Authorised Representatives.My role often required me to lead a delegation to Canberra to negotiate with government representatives from the ATO and Social Security Department, and with the NSW Office of State Revenue, representing and advocating the interests of the financial planning industry.
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Senior Compliance ExecutiveBridges Financial Services 2002 - 2003SydneyIn this role, I was specifically contracted to help implement a new compliance regime pursuant to the Financial Services Reform Act 2003, including preparing a new FSR Compliance Manual for the financial services businesses for both internal and external Authorised Representatives.
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Technical Services ManagerPerpetual 2001 - 2003SydneyIn this role, I provided technical advice and training to all of Perpetual's Private Wealth Advisers nationally across Australia, including preparing and conducting training sessions and examinations of advisory staff in each State to meet PS146 requirements.I was also involved in due diligence for Perpetual products and drafted and reviewed Product Disclosure Statements for key products.
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Corporate Legal Counsel And Estate Planning ConsultantDavey Financial Management 1997 - 2001SydneyAs Corporate Legal Counsel, I was instrumental in the establishment, maintenance and winding up of major commercial property and retail property collective investment Managed Investment Schemes nationally.I also was instrumental in identifying the need for, organising and implementing Y2K compliance, GST compliance, and FSRA compliance nationally across the diverse Davey businesses of financial services and wealth management, tax and accounting, superannuation administration, and mortgage broking and lending.I also transitioned the organisation's policies, procedures and dealer / AFS licenses under the Managed Investments Act 1998. I also handled all organisational legal matters and dealings with FICS, ASIC, APRA and the ATO.As Estate Planning Consultant, I provided sophisticated estate planning and wealth preservation advice to the firm's High Net Worth private clients and their families, including doctors, dentists and lawyers. Using my significant taxation expertise, I also obtained favourable Product Rulings and Private Binding Rulings from the ATO and APRA.
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Taxation And Commercial LawyerChampion Legal 1989 - 1997ParramattaIn this role, I acted for the firm's taxation and commercial clients in a wide range of matters, such as:• providing advice on income tax and capital gains tax matters;• obtaining favourable Private Binding Rulings from the ATO and APRA;• acting on the sale and purchase of businesses;• franchising, leasing, licensing and distribution agreements; and• advice on and preparation of sophisticated Wills, testamentary trusts, discretionary trusts, unit trusts, hybrid trusts, superannuation funds, partnership agreements, shareholder agreements and business succession agreements.
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Tax ConsultantErnst & Young 1987 - 1989SydneyIn this role, I worked in a team providing taxation advice and compliance services to a number of the firm's major personal and corporate clients, particularly in the insurance industry and tourism industry.
Brian Hor Skills
Brian Hor Education Details
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The University Of Sydney- Majored In Revenue Law, Equity, Succession, Commercial Law, Economics, Econometrics -
Deakin UniversityFinancial Planning
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The Sydney Grammar SchoolHigher School Certificate
Frequently Asked Questions about Brian Hor
What company does Brian Hor work for?
Brian Hor works for Willworks® Pty Ltd
What is Brian Hor's role at the current company?
Brian Hor's current role is Principal Lawyer, WillWorks® | Estate Planning Expert | Author | Educational Speaker | TV guest presenter on Wills, Estate Planning, Trusts, Tax and SMSFs.
What is Brian Hor's email address?
Brian Hor's email address is br****@****pwc.com
What schools did Brian Hor attend?
Brian Hor attended The University Of Sydney, Deakin University, The Sydney Grammar School.
What skills is Brian Hor known for?
Brian Hor has skills like Estate Planning, Trusts, Tax Law, Tax, Wills, High Net Worth Individuals, Succession Planning, Superannuation, Asset Protection, Financial Planners, Due Diligence, Tax Advisory.
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