Estate
planning
Estate planning involves making preparations in advance to guarantee the efficient and effective distribution of your assets and management of your affairs after your death.
HOW AN ADVISOR CAN HELP
A financial advisor can collaborate with you to put a framework in place to ensure ownership and control of your assets go to the right people in a smooth and tax efficient way when the time comes. Additionally, they can identify strategies to minimise tax implications and maximise the value of assets through appropriate trust structures and charitable giving.
Viridian Advisory can introduce you to an estate planning professional to prepare an estate plan. Our team will be involved to ensure that your estate plan continues to suit your circumstances as well as liaising with your estate planning professional when necessary.