Estate & Succession Planning
The overall aim of estate planning is to provide peace of mind that your assets will be inherited by your chosen beneficiary
Estate planning is an ongoing area of need and planning should start once you have accumulated measurable assets; this might be cash, investments or a home/investment property.
Estate and succession planning is often over-looked by many advisers but just a small amount of planning can make a big difference. We can guide you on:
- creating a Will;
- setting up an power of attorney;
- appointing temporary guardians for your children where necessary;
- lifetime gifts of assets;
- gifts to charities;
- trusts and foundations;
- minimising tax on inheritances; and
- nominating beneficiaries
Failing to address basic Estate Planning can cause undue worry and potentially adverse financial consequences for your beneficiaries.