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

Private Investor & Individual Services

What our customers say

We have been clients of Duncan Melbin (now CapitalQ Accounting) since 2005.

In the initial years Duncan had a small team around him and it was always comforting for us to speak directly with Duncan if needed.

In that time (with some advice and assistance) we have grown our business turnover by 150 %. CapitalQ were instrumental in moving our bookkeeping systems to Cloud based (XERO). Probably the biggest time/stress saving thing we have done in our business.

Also since 2010 all financial reporting (tax returns etc) is presented to us in online files, great for dealing with financial institutions etc

During this time Duncan has continued to keep a small team around him, it is refreshing to know that we can still call the office and talk to him, or to the team member (For us, Kapil) that knows our business personally.

We highly recommend Duncan Melbin and his team at CapitalQ, they are the perfect blend of “old school service” and state of the art I.T. accounting.

Mike & Rachel Henderson

Henderson Shearing Services

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