An estate plan can be as simple as having a will and naming a beneficiary for your assets, or as sophisticated as having trust or corporate structures in addition to your will.
Regardless of the value of your assets, estate and succession planning should be of paramount importance. Its purpose is to protect loved ones, and ensure your wishes are carried out in the manner of your choosing when the inevitable time arrives.
Ignoring this important stage of financial planning can have devastating consequences for a family, and leave the fruits of a lifetime of work and your legacy exposed to the risk of being eroded by taxation.
• Inheritance Tax Planning • Wills • Asset Protection • Insurance • Trust & Corporate Structure