Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At Fintax we are experienced in working closely with your legal advisor and other expert advisers to provide estate planning guaranteed to achieve a result which is best for your family.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Assisting your lawyer to fully understand the structure of your business & investments
  • Advising on CGT implications
  • Confirming assets valuations
  • Protecting the assets

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