Estate and testamentary planning
It is never too early to start thinking about the future. Personalized estate planning can allow you to significantly reduce taxes upon death and maximise your family wealth.
In light of your personal and financial situation, your planning can be simple or more complex and each aspect should be personalised to your needs in order to achieve your goals. Effective planning should not only reduce your taxes upon death but also minimize the taxes your family will have to eventually pay.
Estate planning can even allow you to maintain control over your assets for several generations. If you happen to own a business, estate planning can help you ensure that transfers within the business are both orderly and in accordance with your wishes.