Estate Planning

Estate Planning

Ensuring your hard earned assets are transferred to those you wish in the event of your passing is an important part of financial planning.

We can assist you in avoiding the likelihood of any next of kin suffering financially in the event of your death, and to strategically plan for any taxation liabilities that may arise as a result.

Our advisors realise that estate planning is now more important than ever given the complexities that often face modern families.

We can aid you by discussing the issues of your specific family needs, the security of assets, and to identify the important issues to discuss with your legal adviser when drafting your Will or Enduring Power of Attorney.

We believe that estate planning risks need to be managed proactively, and should be avoid being overlooked.