An often, overlooked component of financial planning is the control, ownership and disposition of assets. Estate and asset planning is often thought to be the management of assets after death. However, it equally applies to the management of one’s assets during your lifetime.
Asset and Estate Planning help you plan for the future to ensure you can control future ownership of your assets and reduce risks.
Key objectives would include
Whilst we do not provide specific advice in all of the above areas but we are able to identify where issues may arise and where you should obtain professional expert advice.