We see many people make every effort during their lifetime to create and maximise a significant level of wealth. It is just as important, of course, to ensure that steps taken during one’s lifetime are converted in the event of death so as to allow assets to pass to one’s nominated beneficiaries most effectively.
In addition, one must ensure that those beneficiaries do not suffer unnecessary tax burdens and that the estate assets are not left exposed or taxed unnecessarily. Therefore, it is crucial to ensure the right structure of a Will is established from the beginning to ensure your family’s future is secure.
The members of our legal team work closely with our in-house financial advisors and accountants to ensure that the flow of assets from one generation to the next is completed as tax effectively and securely as possible.