Planning a Will

Planning a Will? Most people when thinking about tax, think of the tax deducted from their salary. Tax however can have unforeseen impacts for you and your family in the long term and especially upon your death. Financial Fact Find When looking to put in place a new Will, we will get you to do...

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Preservation of Assets

Preservation of Assets The family property When incorporating Trusts in Wills and particularly for Discretionary Trusts. We often use the value of the family property to fund the Trust. The reason for this is most Estates are asset rich but cash poor. On the death of the first spouse that person’s interest in the house...

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