Estate Planning

Preserve your wealth for future generations

Estate Planning by a Professional will protect your assets and safeguard the future of your loved ones, help minimise your tax burden, to be able to designate guardians for minor children, avoid probate court involvement and plan for incapacity.

A Personal Service

Our Estate Planning Professionals look carefully at your individual circumstances and can make a personal diagnosis of your own situation. They will provide you with Estate Planning advice as well as the solutions necessary to protect your estate and ensure your assets are passed to your loved ones.

Protect your assets for your loved ones

Without professional Estate Planning in place, your heirs may inherit debts, tax bills and be left fighting over how your assets should be divided. Estate planning does not have to be complicated and even putting a basic Will in place can mitigate the majority of these factors. However, if your circumstances are more complicated, protective trusts can be established to reduce the inheritance tax payable and protect your assets from risks such as bankruptcy, divorce as well as potential care costs which may be payable in the future.