We provide a specialised estate planning service that incorporates a holistic and comprehensive assessment of your estate to allow a smooth transition of your assets on death.

 

A vital part of this process is the existence of a valid, unambiguous and up to date will. A will is one of the most important documents you will ever draft and estate planning forms the foundation on which a well drafted will is based.

We have the relevant expertise to ensure that your will meets with the necessary legal requirements, whilst providing for your loved ones after you are no longer there to take care of them.

A will should be a living document that changes as your financial circumstances change. Through our ongoing assessment of your financial situation we are able to advise on any changes required thus ensuring that your will is at all times appropriate and relevant. When last have you looked at your will?

In the estate planning process we have a number of tools available to us which our experienced professionals can discuss with you to ensure that your planning is optimized.

Trusts can be an important tool in estate planning and our experts are able to advise on the appropriateness of these structures as well as on the actual Trust Deed and creation of the Trust. We are also perfectly placed to attend to the administration of the Trust including the administration, required statutory minutes and resolutions which are essential records necessary to satisfy the fiduciary needs of the Trustees, and maintain the integrity and independence of the Trust.

Tax efficiency is one of the main challenges of estate planning and our relationship with your family will not end with your death, but will continue to ensure that your estate is efficiently wound up and your interests are protected.