Estate Planning

Effective Estate Planning

We provide advice on Estate Planning, which is an important part of your financial plan, to help ensure your family or other beneficiaries are being looked after upon your death. If there are people you would like to look after when you die, then Estate Planning is for you – regardless of how wealthy you are or how old you are.

The importance of estate planning

  • Ensures your assets go to the people you want to leave them to.
  • Maximises the after-tax value of your assets.
  • Makes it as easy as possible for the people you leave behind to handle youraffairs without you