Estate Planning

We want our clients to have the peace of mind that their estate legacy is in safe hands. It is our priority that your wishes are met. We offer a comprehensive estate planning service and will work with you to assess your needs and tailor a plan to suit your personal, family and business requirements. Our estate planning service includes: 

  • Planning a will
  • Utilising exemptions and lower tax rates on lifetime transfers
  • Assisting with lifetime transfers between family members
  • Transferring business property
  • Transferring any assets into trusts
  • Arranging life insurance to cover possible inheritance tax liabilities
  • Retirement and cash flow planning
  • Lifetime gifts
  • Life insurance policies
  • Estate administration and accounting