Protect your family, assets and legacy
We will work with you to organise your assets and finances for Estate Planning and Wills into a plan which will reflects your goals and wishes.
Both Stephen and Martin have experience working with clients and their solicitors on their estate planning.
If you have a business or investment structure – be it a trust or company, then a simple Will may not give you the end result that you are wishing for. We know the accounting ins and outs of your business or investment structure and can assist you and your legal advisor on the correct drafting of the will.
We explain the terms, why things are done in a certain way, and what the potential tax consequences of each of the alternate choices that are available. This helps maximize the value of your estate for your intended beneficiaries.
We also walk through the will document (and testamentary trust document), explain how it works and what it means.
In addition, where your family circumstances are complicated, we do offer our services as a joint executor.
If you don’t have a solicitor – we can assist you with a referral as part of our professional network.
Services include:
- Complex Estate Planning
- Testamentary Trusts
- Joint Execution Services
