Wills and Passing on Your Wealth

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

The executor and trustee of a Will are required to perform a number of duties. At CapitalQ we are experienced in estate planning and can ensure the distribution of your assets is per your wishes.

The areas in estate administration that we can assist with include:

Meeting to discuss objectives for your estate
Confirming assets — valuations, inventories, and appraisals
Documentation involved in estate planning
Protecting your assets
Paying taxes and debts
Estate distribution

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Providing the Financial Sounding Board to Grow a National Business

CapitalQ provides important services for our business by assisting us in relation to a wide range of financial and business growth matters on a consistent and ongoing basis. Specific support has included: implementing easy to read monthly financial management reports; identifying significant tax saving strategies (including an annual saving of nearly $30,000 a year on Payroll Tax); recommending and implementing business changing cloud-based software platforms; and streamlining our internal accounting and bookkeeping processes. This support has meant that CapitalQ has effectively become our financial sounding board so we can make informed strategic decisions about our business. This in turn has allowed us as Directors to focus on expanding our business to a national presence (currently three States and growing).

Wills and Passing on Your Wealth

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

More about Private Investor & Individual Services

ARE YOU A BUSINESS OWNER WHO WANTS TO PAY LESS TAX?

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Providing the Financial Sounding Board to Grow a National Business