Estate Planning

Ensure your wealth is protected and transferred as you intend.

You work hard to create and grow your wealth during your lifetime, so it makes sense to plan what happens to it once you’re gone.

For many, the goals are reasonably straightforward. They want to protect their assets and ensure ownership transfers only to people of their choosing (usually to keep wealth within the family), and to minimise tax. And this is what effective estate planning can deliver. But there’s so much more it can do.

Our estate planning service dovetails perfectly with your 5 Financial wealth management strategy. This allows you to maximise the value of your assets now, and also for the people you leave behind.

Plus by structuring ownership correctly, you can also protect your assets from external claims (as well as minimise any tax that’s payable).

Because it’s a complex area, our estate planning service enables you to understand the implications of your decisions so you can adjust them if necessary. This helps avoid the misunderstandings and hurt feelings that often arise when family members feel they’ve been treated unfairly.

We can also organise a family meeting with you in attendance. During this meeting we can explain how your estate will be distributed – something that participants typically find very helpful. It also gives you the peace of mind that you’re not leaving it for others to sort out after you’re gone (which can be stressful and costly if disputes arise).

In short, whether your circumstances are relatively simple or quite complex, effective estate planning is critically important to ensure your wealth is well protected and distributed as you intend.

We would be pleased to discuss your specific requirements with you so you can plan with confidence how your assets will be treated. We can look at your estate planning requirements on their own, or as part of our wider holistic approach to wealth management.

And please know, your initial consultation meeting with us is at no cost or obligation to you.

Our goal is to make it simple and easy for you to review the effectiveness of any of your current arrangements (such as your will) so you can figure out if you have everything set up as you intend.

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