Personal Estate & Tax Planning
We advise individuals, families and family businesses on all aspects of wills, succession, tax and estate planning and in structuring their affairs in a tax efficient manner. We also advise executors and trustees on their responsibilities and fiduciary duties in relation to the management and administration of trusts and estates.
We have gained domestic and international recognition for our expertise and our personal and efficient approach to advising our clients. Our expertise includes:
Wills and estate planning
Succession
Probate and administration of estates
Reorganisation and transfer of family businesses
Asset protection and asset structuring
Transfer of assets by gift or inheritance in a tax efficient manner
Trust establishment - including use of trusts in estate planning
Family partnerships
Enduring powers of attorney
Administration of trusts
Advising beneficiaries on rights in relation to estates and trusts, including contentious trust and probate issues and Section 117 applications
Philanthropy as an element of lifetime and estate planning