We want our clients to have the peace of mind that their estate legacy is in safe hands. It is our priority that your wishes are met. We offer a comprehensive estate planning service and will work with you to assess your needs and tailor a plan to suit your personal, family and business requirements. Our estate planning service includes:
- Planning a will
- Utilising exemptions and lower tax rates on lifetime transfers
- Assisting with lifetime transfers between family members
- Transferring business property
- Transferring any assets into trusts
- Arranging life insurance to cover possible inheritance tax liabilities
- Retirement and cash flow planning
- Lifetime gifts
- Life insurance policies
- Estate administration and accounting