Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.
Early planning is crucial when making arrangements for the future. Such forethought may enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries.
It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime.
We can help you with your estate planning, including succession planning and business exit strategies. We can also help with the drafting and updating of your will and where appropriate, act as trustees or executors.
Contact Katrina today for more information.