Estate Planning

Most people consider estate planning to be the domain of the family solicitor, but we can play an important part in achieving the outcomes that you seek. In an estate planning review we will:

 

•  carefully consider your current situation and your plans for the distribution of your estate;

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• help you understand which assets will actually pass into your estate;

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• provide advice on the appropriate asset ownership arrangements and financial structures that will meet these goals in a tax effective manner – which ultimately means more money left to the estate;

 

• consider the impact of disability and incapacity to ensure that you are appropriately protected in these circumstances; and

 

• work closely with your solicitor (or can recommend one if necessary) to prepare a robust set of estate planning documents for your peace of mind. ​

Specialist Planners

Schedule a consultation with one of our estate planning specialist.