As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will is required to perform a number of duties. At Active Chartered Accountants we can assist you with a succession plan for your assets.
The areas involved in estate administration we are able to assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets - valuations, inventories, appraisals
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
To achieve a comfortable retirement requires forward planning. You need to consider such things as when you will retire, how much income will be required to allow the retirement you desire, how to acquire that income, and what role the government will play.
The friendly team at Active Chartered Accountants can help you answer these questions and plan for the relaxing retirement that you've earned.
