Estate & Succession Planning

The right planning can ensure your assets are passed to your beneficiaries as you want them to be. We help you to do it in the most tax-efficient manner by simplifying your tax complexities.

Our Estate Tax Planning Services Include:
• Preparation of the terminal and rights or things tax returns
• Advice on transferring assets
• Preparation of trust tax returns
• Advice on family trusts
• Assistance in gathering information for the preparation of the probate application
• Tax compliance for estate and family trusts
• Business transition, succession planning and estate planning services