Services > Estate Planning
 
 

What will happen when you die? Will your loved ones be looked after and taken care of?

Most people are unaware of the importance of estate planning and asset protection. Have you considered the consequences of dying without a valid will or what you should include in a will?

What are the taxation consequences of you dying and what are the implications for your spouse or children? Will your estate or dependants be liable for capital gains tax or income tax from your death? What should happen if you do not die but are left unable to look after your own affairs? Will your spouse be legally allowed to take control of your affairs for you or will the government assume control?

All these issues are just as important as a good financial plan and investment strategy. Without estate planning additional tax may be payable and the distributions may not be made according to your desires.

Universal Financial Planning can provide financial advice regarding wills, powers of attorney, investment structures to protect your assets from capital gains tax and/or creditors and bankruptcy to ensure your spouse and/or dependants are taken care of in their time of need.

It means peace of mind for all. To talk to a specialist who will work carefully with your solicitor call our toll free number 1800 333 640.

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Universal have brought us closer to our goals of reducing our home loan and renovating our home. Their Cash Flow Monitor helps us keep track of our spending and shows us where we can save our money.

Feliks and Anne Dangel

 
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