Estate Planning

Crest Accounting

Estate Planning

What is it?

You’ve worked your whole life to care for and protect those you love. But have you considered what will happen when you’re no longer around to take care of your family? Will there be sufficient funds to cover debts and to pay for essential living expenses or your children’s education?

Estate planning is a process of arranging your affairs for a smooth transfer of your assets to your beneficiaries. The planning process aims to eliminate any uncertainty about the administration of your estate and maximises the value by reducing taxes and other expenses.

Estate Planning

How we help?

It’s important to make sure your assets are distributed according to your wishes, and in the most tax effective way. Our approach considers all your assets and liabilities as well as any particular wishes you would like met. From this, we make recommendations for managing and structuring your estate.

Estate planning is a complex area, but we work with you to ensure you understand how your estate will be administered under the terms of your will. We’ll also explain how current legislation will affect the treatment of your estate.

Experience

A wealth of Experience amongst a Intermit Team

Knowledge

Generations of Knowledge shared to better inform you

Trust

We partner with every step of the way

Approach

Forward thinking & Future Proofing

Team

Working closely for the same outcome

Estate Planning

Why use us?

The consequences of inadequate estate planning can be disruptive and distressing for beneficiaries. We understand the pitfalls to avoid and can plan your estate to give you peace of mind that will meet your family’s needs. We can help you protect and manage your financial legacy down to the last detail.

It’s important to make sure your assets are distributed according to your wishes, and in the most tax effective way. Our approach considers all your assets and liabilities as well as any particular wishes you would like met. From this, we make recommendations for managing and structuring your estate.

Estate planning is a complex area, but we work with you and in conjunction with specialist solicitors to ensure you understand how your estate will be administered under the terms of your will.