Estate Planning

Estate planning is more than making a plan to distribute certain assets to certain people. A comprehensive estate plan will allow you to retain control of your assets and to determine who will make decisions on your behalf should you become unable to in the future.

Many issues need to be included when developing a complete estate plan including the following:

  • Asset protection
  • Probate
  • Taxation implications
  • Planning for illness or incapacity
  • Selection of guardians and personal representatives
  • Business structures both current and future
  • Succession strategies for family businesses

At Capitis Accounting Solutions we are experienced in this field and are ready to assist you and your other advisors (solicitor etc) in ensuring that you are equipped with a thorough estate plan that suits your individual circumstances.

Return to Specialist Services



Principal contact
Jeremy Bush

Key Dates
Request Appointment with
Date
Preferred Time
&
Your Name
Required
Phone Number

Home Work
Email
 Required
Comment
Required indicates required fields