Estate planning
Putting a good estate plan in action might seem a mountain to climb - a bit like scaling Everest. But if you're ready for it and packing the right tools it's much easier.
The goal
The goal of the climb is reaching the summit. The aim with estate planning is deciding how your wealth will be passed on and to whom.
Preparation and Planning
Step 1: Inventory of equipment
Step 2: Decide on a route
Step 3: Choose your gear
Step 4: Set your climbing pace
Ready to ascend
With plans made, climbing gear in order and schedule finalised, you can start climbing. Time to scale the heights of estate planning.
Your Estate Plan
It's the final chapter in financial planning.
One step at a time
Take a look at this step-by-step process of creating a plan.
Break it down
Estate planning sounds complicated but once you break it down to the finer details it can be a straightforward process. Estate duty and its tax implications can potentially make a few decisions for you.