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| Are you aiming for more profit from your business but keep missing the targets? Are you up to your ears in paperwork? Then get some help from people who understand how to do it with a minimum of fuss. SHB proven and trusted Business Advisers. Find out more |
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| Are you seeking wealth, or at the very least, long term financial security? To achieve it you’ll need a plan. To discuss your current plan or to develop a new one, have a chat with SHB, proven Wealth Advisers. They’ll be one of your best investments. Find out more |
Estate Planning
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.For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will are required to perform a number of duties. At SHB Business & Wealth Advisers we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.
The areas in estate administration that we can assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets — Valuations, inventories, and appraisals
- Court approval for a grant of administration
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution
