Estate Planning ensures your wealth is passed on to others according to your wishes, whilst maximising the post tax value of your assets. An effective estate plan will build financial security for your dependents and also make it easy for those left behind to manage your affairs.

Addison Partners can help you establish, interpret and understand the tax implications of vital documents such as your will, power of attorney, guardianship and/or testamentary trust.

For assistance with Estate Planning, please contact your nearest Addison Partners office.