Estate Planning

It's something most of us would prefer not to think about, but...

...what happens to everything after you’ve gone? With the complexity of our legal and taxation system, planning for the financial consequences of death is not something that can be left until the need arises. And it’s not something that anyone should leave to their loved ones. Many families have been torn apart by instructions that are too vague or incomplete.

We work with you and your solicitors to ensure that your wishes are transcribed into a form that is legally binding, and ensure that your wishes are carried out. What's more, we can help you plan now for the Income Tax and Capital Gains Tax implications of your estate, and can structure your financial affairs to minimise tax and stress, and maximise the benefit for your beneficiaries.