Estate planning is an important step in ensuring your affairs are in order. Understanding what you need to put in place may not be as clear-cut as you think.
If you’ve considered estate planning, you’ve most likely examined putting a will in place. However, there’s much more to consider in devising your strategy.
In conjunction with your legal and tax professionals, we can advise you on the most tax-effective method of distribution, we can even help set up a trust for your beneficiaries to provide both protection and taxation benefits. Plan for the future and make sure your assets are passed on as intended.