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Estate Planning

Careful estate planning can help ensure the wealth you have built is transferred smoothly.

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Estate planning is the process of arranging the disposal or 'passing on' an estate and it's assets by eliminating the uncertainties over the administration and maximising the value of the estate by reducing tax and other related expenses.

Quite often Estate Planning is much more complex than just drafting a simple Will. ASCOT Wealth Management will help you to decide whether you require the preparation of a more complex will incorporating testamentary discretionary trusts, amendments to your family trust deed or self-managed superannuation fund and a formal estate planning strategy document.

Most importantly, we are happy to be the conduit that liaises with all the professionals in your life from your Accountant to your Legal Professional. If you do not have a legal representative we have a panel of expert solicitor / lawyers that can assist.

Estate Planning Encompasses

Consideration of an estate plan depends upon whether:

Other Considerations

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Superannuation

The smartest way of growing your super is to consolidate your funds. Talk to us to find out how.

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Insurance

Our advice has helped generations of families and business.

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Investment

Let us help you manage your investment portfolio to achieve your financial goals.

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Self Managed Super Funds (SMSF)

Control your super fund investment in the things you want and achieve your goals.

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Succession Planning

Careful estate planning can help ensure the wealth you have built is transferred smoothly.

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Estate Planning

Careful estate planning can help ensure the wealth you have built is transferred smoothly.

Learn More

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We are here to help. Contact us today and we can discuss all the relevant options that are available to you no matter what situation you are in.

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