Wills, Estate and Succession Planning

Careful planning and structuring of succession arrangements for both personal and business interests are vital to avoid disputes, minimise tax, preserve and protect your assets, and ensure that your estate passes to your beneficiaries, as you intend. This is done by careful preparation of a will – the instructions a person gives for what they want to happen to their estate after their death. 

We also assist clients to achieve their wealth management objectives through the use of various trust structures including discretionary trusts, unit trusts and self-managed superannuation funds. 

We work closely with accountants and financial planners who manage those structures and also advise on their ongoing operation. 

Additionally, we advise on asset protection reconstructions and business succession planning, including buy/sell agreements and complex Wills.