Look after Your loved Ones
Estate Planning is about peace of mind, protection for your loved ones and ensuring your wealth is preserved and effectively transferred to your designated successors.
Estate planning is the process of arranging your affairs now to ensure there is an efficient and effective distribution of your estate after your death. An estate plan is designed to help to protect your family and loved ones by passing control and ownership of your ‘estate’ assets and interests to the right people in a timely way in the most tax-efficient manner. In the process you want to protect the assets and interests you wish to distribute.
It involves a full understanding of your assets and your plans for both family and business wealth and asset transfer. It’s usually a team effort and we work closely with other professional advisers to assist you.
Developing an effective estate plan will ensure that:
Any tax payable is minimised
The ownership of assets passes to the right beneficiaries
The assets are protected if any beneficiary has any legal issues
Business continuity and succession is well managed