Estate planning is more than just the future allocation of your assets. You’ve spent a lifetime building your assets for your family’s future, it is now time to guarantee your assets will be passed only to your loved ones – and not to unplanned beneficiaries.
Effective estate planning allows you to enjoy the benefits of your assets now while maximising the value of your estate by reducing taxes and other expenses.
We have always encouraged clients to regularly review their wills – and this is particularly important when your personal circumstances change. We can work with your existing solicitor or recommend one to ensure that your taxation and business circumstances are considered when drafting wills. This includes determining intended beneficiaries, reviewing issues, restructuring (if necessary) and valuing businesses.