Services

Services

Estate Planning

Proactivity is essential in estate planning. We can co-ordinate your estate and succession planning by liasing with solicitors, insurance brokers and other professionals to ensure that your intentions are properly documented. Taxation is a major consideration in estate planning, and it's important to understand and manage risks ahead of taking action so you can minimise taxation. We assist with such tools as buy/sell agreements for business and life partners, disability insurance and trauma insurance to ensure that you don't pass on your debts to loved ones. Our approach to estate planning is more than just ensuring our clients have valid wills. We can ensure the right funds end up in the right hands, at the right time, whilst ensuring a smooth transition to the next phase of your business legacy.

 

 

 

 

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