Estate Planning


Estate Planning

Estate Planning involves the proper structuring of your financial estate so that in the event of your death the proceeds are distributed to the beneficiaries in a tax effective manner and minimising the risk of beneficiaries disputing the distribution of an estate. Many people have specific assets that they would like to pass onto particular people, but in doing so can create a situation where the estate is not equally distributed.

Our specialist advisers at Capital Managers can work with you to develop and implement strategies to overcome these issues. We can also refer you to a suitably qualified Solicitor to prepare your last Will and Testament, and Enduring Powers of Attorney and Guardianship so that your affairs are properly managed prior to, and after death

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