Your Estate Briefing Paper is your final guideline to ensure that all your hard work is not dissolved with unnecessary fees or taxes, and that your beneficiaries will not be financially burdened. It can be somewhat considered as a map. A map of where you are now, and what is to happen with all pieces of your life after you are gone.
Having an Estate Briefing Paper prepared by strategic tax advisors means that we can guide the structure of your Estate Plan to ensure your assets will be managed and transferred to your beneficiaries in the most financially efficient and tax effective way.
You may take your Estate Briefing Paper to your own lawyer, or you may choose to work with our lawyer to confirm your Estate Plan meets all the legal requirements to ensure a water-tight strategy.
ONLINE Webinar: Rebuilding After Divorce
5 May 2022 // 1:00pm - 2:00pm
Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?
Planning for life and its ups and downs is the first step.
If you're looking into investing into property, regardless if it's residential or commercial, there's plenty to weigh up.