Estate Planning

Estate Planning focuses on how your estate will be passed on to your beneficiaries in the most financially efficient and tax effective way. It attempts to eliminate uncertainties and maximise the value of the estate.

We practice a family based holistic approach to estate planning.

Our Estate Planning services include:

  • Business Succession Planning
  • Personal Information and Estate tools
  • Referral to a qualified Estate Planning Solicitor for Will creation, Power of Attorneys, Enduring Power of Guardianship and Testamentary Trusts.

Estate Planning is more than just having a will. If you are worried about how your business would run without you, have a complicated family structure, or just want to check that your current plan is working for you, contact us to discuss your personal circumstances and goals.