Estate Planning

While you may be focused on the creation and preservation of your wealth, its our job to help you understand how important your Estate Plan is.

It would undoubtedly be a difficult time for your family and loved ones when you pass away.

However, having an established Estate Plan which is reviewed regularly can ease the burden it will place on your family. By establishing an Estate Plan, you can ensure that your affairs are managed by someone you trust, your assets will be distributed according to your wishes, with any tax liabilities minimised.

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We are uniquely positioned to help our clients with their Estate Planning needs

We are deeply embedded in our client’s financial situation, we have taken the time to get to know our client, both financially and personally. We understand our client’s goals, we meet with our clients on a regular basis and we have earned their trust. Whilst a solicitor will take care of the legal aspects of your will, it is our job to look at your total financial picture and provide answers to a broad range of issues such as funding and protecting your estate, avoiding challenges to your will, and minimising tax.

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