The basis of an effective estate plan is an operational will designed to protect and distribute your assets as you deem appropriate. For this to occur, your will should be drawn up with tax minimisation strategies in mind so your beneficiaries interests are safeguarded.
The Advisory Partners Estate Planning Team is skilled at navigating the complex laws and tax implications which govern estate planning. We are experienced in taking into account individual circumstances and working with clients to ensure their estates are distributed according to their wishes. We will complete a comprehensive review of your asset base, work in collaboration with your legal team, identify risks, advise on SMSF and trusts and help you to formulate an effective plan.
To protect the interests of your beneficiaries, let’s start that discussion today.