Wealth & Estate Planning

Wealth planning is a necessary part of a financial plan. The impact of inflation and taxes can erode a good portion of your hard earned savings in retirement and during your lifetime of accumulating wealth . Different investment products are taxed in different ways so knowing the most efficient process translates into more money in your pocket. We can help you to create the best drawdown process for your hard earned money.

Estate planning requires a detailed financial plan and review of who you want to receive which parts of your estate. It isn't a quick decision and requires a lot of thought. The impact of taxes can erode a good portion of your estate as different parts of an inheritance are taxed in different ways depending on what the asset is and who the beneficiary is. Knowing the most efficient process translates into more money into your estate and  available for your beneficiaries. We can help you to explore different avenues to try and maximize this.