Estate planning

Estate planning requires consideration of how your assets will be managed in the event of incapacity as much as in the event of death.

Stocks & Taxes Advisers can help to ensure that your wishes are given effect through the most reliable means possible and are available to liaise with a trusted network of solicitors where needed to ensure that this is accomplished in the most efficient and tax effective manner possible.

An Adviser’s skill in estate planning is crucial in ensuring the most beneficial outcome in the management of your assets.