Wills and Passing on Your Wealth - CapitalQ

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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What our customers say

Logo for Ryan Shreeve & Tara Thomas

2017 was a bumperyear, that meant a big tax bill, or it would have if it wasn’t for CapitalQ

After a former business partnership fell apart, we needed help to restart and rebuild. That’s when we met Kapil, Duncan and the CapitalQ Team. They helped us get two new businesses off the ground and they have helped us achieve efficiencies and profitability in a very short time frame. In fact 2017 exceeded our expectations and while that meant we could buy our first super car (a Lamborghini Gallardo) that also meant we would be looking at a substantial tax bill. But Kapil and the Team went all out to come up with plans to help minimise our tax bill for the year and allow us to keep investing in our businesses (and our toys) ;) Based on our past dealings with other Accountants, we never knew the difference a good Accountant could make. We couldn’t have done it without them and we can’t recommend the Team at CapitalQ highly enough!
Ryan Shreeve & Tara Thomas Ryan Shreeve & Tara Thomas

Ryan Shreeve & Tara Thomas

Founder and Director VRN Cleaning & Founder and Director Eeve Security Services

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