With Compliments

Now is the right time to make sure your Will minimises taxes and is easily administered!

When last did you review your will and estate plan? Have you married or divorced or had a child/children since your last review? Have you moved monies offshore since your last review? Have you considered the implications of the new Tax legislation on your Estate Duty and the knock on effect to your spouse?
Have you updated your beneficiary details on all your policies? Do you have a record of your passwords? Do your loved ones know your burial requirements? 
We would like to assist you to be prepared in the most tax and administratively efficient manner. Contact us for a personal review of your estate planning requirements.

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July 2012

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