Estate Planning

We believe that your beliefs and values should dictate how your wealth is passed on. In our experience estate planning is an emotive subject that involves debate on some challenging issues.

Knowing when to pass on wealth and to whom can be difficult without the additional complication of Inheritance Tax. Seeking the help of a Financial Planner will encourage an open and honest environment in which to discuss your thoughts, wishes and concerns so you can make objective financial decisions about the future of your wealth and minimise your exposure to unnecessary tax.

There are many elements that should be considered when compiling an estate plan, aspects such as:

• Family estate planning

• Estate planning for blended families

• Succession planning

• Inheritance estate planning

• Business estate planning

• Setting up trust accounts