Planning your future

ESTATE PLANNING

Taking care of your financial affairs

speak to an advisor

Estate planning is no easy topic, but considering and recording your wishes for what happens after you die makes all the difference when the time comes. Ensuring that your finances are in order, that your loved ones are taken care of, and that your assets are protected brings peace of mind and clarity for you and your family.  

Benefit from an empathetic and experienced team who will guide you through the process and create a thorough and effective estate plan.

  • Gain peace of mind for you and your loved ones
  • Create an estate plan that safeguards your assets
  • Ensure your wishes are carried out when the time comes

Estate planning services

Taxation and inheritance advice

Gain advice and support in structuring your estate so that your assets are directed to the people and causes you care about. Our team will support you to meet your obligations while leaving gifts for those you choose.

Working with your Solicitor

Wills and beneficiaries

Create a legal document of how you would like your assets to be shared and communicate your wishes for after you are gone. We work with you to discuss your will and support you to draw up the legally binding document.

Power of Attorney

Granting Power of Attorney allows a trusted person to make financial and legal decisions for you in the case you are unable to. Our team can talk you through the different types of Power of Attorney and what they entail.

Legal and financial affairs

Ensuring that your legal and financial affairs are in order means that the administration your family and executor face can be made as simple and smooth as possible.

Your estate planning team

Our team has extensive experience, industry knowledge and a passion for supporting our clients to reach their goals.

Let's talk.

Get in touch with your local office to arrange an initial conversation with our team. We’ll discuss your requirements, listen to your goals, and make a plan.

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