Estate Planning

Estate Planning is much more than just having a Will ………it is peace of mind!

Addison Partners Estate Planning team of tax specialists, lawyers and financial advisers provide a comprehensive estate planning service tailored to your needs.

Estate planning looks at your overall circumstances and makes sure that the investments you make now are passed on to your family or beneficiaries in the most effective way.

Developing an effective estate plan will ensure that:

  • Any tax payable is minimised
  • The ownership of assets passes to the right beneficiaries you choose
  • The assets are protected if any beneficiary has any legal or family law issues

With family units becoming more complex, estate planning has become even more important in today’s society and often can involve much more than just a simple will. It can be quite a complex area and we recommended you contact us for more information on how we can help you plan for the future.

Let's Chat

Please leave this field empty.