Estate Planning

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Estate Planning

The legislation which governs the passing of your estate to your chosen beneficiaries. The advance planning for family and friends who survive us is necessary.

It is important to plan and transfer your estate to yourself and your spouse making adequate provisions for later years. The earlier you do the arrangements, the more chances to take advantage of tax opportunities and maximizing for the beneficiaries.

Otherwise, a substantial slice of the wealth you have worked hard to accumulate will end up in the Government’s coffers! Striking this balance calls for considerable skill and foresight – and a detailed knowledge of the tax regime.

The discreet estate planning service that includes:

  • Help with drawing up and reviewing your will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimizing lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities