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Estate planning

Estate planning Services

Estate planning requires far more than simply having a current will and picking who you want to leave your assets to. It is important to ensure that your assets are allocated in the most efficient and tax-efficient way possible for your beneficiaries.

Having an understanding of which assets will flow into your estate is also necessary, which is why seeking advice is critical. That’s where we come in.

If you own assets through a business or trust, your estate plan must address how control of that entity will be transferred following your death. This ensures that the entity’s assets will be distributed in accordance with your intentions.

In the case of a business, this will require determining who will be entitled to any shares you have in the business entity upon your death. It may also include the appointment of new owners and/or directors.

The distribution of assets following your will may result in tax implications, including CGT, which you should consider while preparing your will and developing your estate plan. There are a variety of approaches you can use to make your estate plan as tax efficient as feasible for your dependents and beneficiaries.

As your accountants, we can assist you in coordinating your estate planning and putting together a solid Wills & Estate Plan.

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Contact us to book a consultation and find out more about our business estate planning services today.

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