Estate Planning means:

Taking control so you have the final say in what happens, not the Government.

Not Leaving Problems for other people to work out.

Paying No More Tax Than Is Necessary on what you leave behind.

Peace Of Mind for you and for your dependants.

Estate Planning is all about arranging your financial affairs while you are alive so that, when you die, your assets pass:

• to the people you want to receive them
• the way you intend them to
• as quickly and simply as possible
• with the minimum amount of taxation payable

The importance of a correctly structured Will cannot be understated with regard to the distribution of your Estate and the taxation implication, or the minimisation of, through correct legal structuring. If you do not have a current Will, we strongly suggest you seek professional legal council in the preparation of your Will.

It is advisable to seek advice on incorporating a testamentary trust in your Will to provide an efficient distribution of assets whilst minimising any potential taxation liabilities.

An area of Estate Planning that many people overlook is the appointment of someone to attend to their personal affairs when they are unable to do so themselves. This involves the execution of a simple Enduring Power of Attorney, we recommend that you seek competent legal advice in this matter.