Estate Planning

In its simplest form estate planning is a way of ensuring a person’s estate is passed on to their beneficiaries in a tax effective and financially appropriate manner.

Working in conjunction with your legal advisor and other specialists as required we can assist you in considering all issues involved in completing and updating your will. The setting up of an effective power of attorney or enduring power of attorney is also an important matter to have considered.

Tax effective structures can save significant amounts of tax if established as part of a will. Generally this would be by way of a trust or series of trusts.

Many issues will need to be considered specific to your circumstances in order to prepare an efficient and effective estate plan.  

Getting advice  

For further information please contact Robinsons Chartered Accountants on 08 8223 3455

 


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