Details.
Advice and coordination to arrange the disposal or passing on of an estate, reduce tax and related expenses, and maximise the value transferred. The service may include assessing the need for complex wills incorporating testamentary discretionary trusts, amendments to family trust deeds or self-managed superannuation funds, and a formal estate planning strategy document. ASCOT Wealth Management can liaise with accountants and legal professionals, or connect clients with its panel of solicitor and lawyer professionals. Considerations may include vulnerable beneficiaries, complex investment or business structures, superannuation, testamentary trusts, medical power of attorney, joint tenancy and gifting.