Chartered Accountants and Business Advisers

Estate planning

Estate planning isn’t just about writing a will.  It is really about treating your estate as though it is a business albeit with both personal and family requirements.  We would help identify your requirements and devise ways these could be achieved in a tax efficient way.

Whether you are a high net worth individual, someone with a landed estate or simply someone who has worked hard and wishes to protect what you have generated, tax efficient estate planning is a way to protect your estate both during your lifetime and afterwards.

Estate planning should involve a thorough review of your affairs.  Where family companies are involved there are nearly always issues of succession and exit to be considered and planned for.

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