Estate Planning

Published on 28 Oct 2014 | Took place at Tattersall’s Club, Brisbane, QLD

Wills are the mechanism that deal with assets and personal property on death. Estate and succession planning is the process you undertake in conjunction with a solicitor, accountant and financial planner to leave ownership, control and perspective of wealth in a controlled manner. In other words, planning to avoid an uncontrolled passing. That planning involves a consideration of income tax and duty issues, more so, when dealing with assets that are controlled as opposed to owned.

This event provided an overview of those issues as well as non-tax considerations when raising with your clients wills, estate and succession planning.