Estate Planning
Estate Planning
Lambourne Partners is able to provide advice and assistance in estate planning matters including:
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Advice and assistance with yourself and your solicitor to draft up an appropriate Will and related documents to best deal with assets and personal issues
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Liaise with you and your solicitor and provide advice regarding the taxation implications of your assets and estate planning
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Advice regarding the roles of executor, powers of attorney
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Advice relating to superannuation benefits and the taxation treatment of lump sums, reversionary pensions and other strategies to provide ongoing income streams or to reduce the potential taxation of benefits.
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Advice relating to the operation, need or taxation implications of a testamentary trust
Estate planning has become a complicated area for assets held by business's and family groups. Issues such as capital gains tax, complex business structures , personal circumstances of family members, second marriages and blended families etc make this area for clients one that should always be considered and discussed with a trusted advisor. Lambourne Partners is able to provide the necessary technical advice covering all aspects of estate planning and also able to liaise with your solicitor to ensure the most appropriate solutions are found for our clients.