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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A significant medical invention with a potentially large international royalty stream was a great step towards financial independence, but we had no idea of how to manage the finances or tax implications. CapitalQ guided us through the process of setting up a business including utilising Trust structures, resulting in a significant increase in the after tax financial returns from the invention. They now care for our entire family’s tax issues and returns. We could not be happier

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

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