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 Igor Pavic
I am very happy to be able to write this testimonial for Duncan Melbin, Abhishek Puri and the Team at CapitalQ Chartered Accountants.

When the opportunity arose for me to step up and become a Director of Office Solutions IT, and to take an ownership interest, Duncan and Abhi were the ones I turned to for advice regarding my obligations, my ownership structure, tax minimisation and management of my business interests moving forward.

They have also assisted me with my property investing and development activities.

They always return my calls promptly, are always available when I need to see them and their straight forward advice is always spot on.

Igor Pavic

Director, Office Solutions I.T.

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