Our Integrated Estate Planning Approach
Estate Planning (Legal Wills, Power of Attorney, and Guardianship arrangements) are critical elements of a Financial Plan to successfully transition your Wealth to the next generation.
We work with the best local Solicitors, and Estate Planners to ensure your estate planning is perfectly integrated with your financial plan. Through integrated advice with our Estate Planning partners, we ensure your financial structures, ownership, tax implications, and wealth transfer is in line with your financial and family wishes.
We have seen far too many clients come to us after the death of a loved one, with sub-standard Estate Planning arrangements that result in unexpected tax, potential challenges to the Will, and do not include important wealth transition structures such as a Testamentary Trust. If you are going to go to the effort to create wealth, ensure it passes to your loved ones in the most efficient, and tax-effective way possible..
CHG Integrated Wealth extend our first-class integrated advice approach to Estate Planning, so that you have the confidence and peace of mind that your beneficiaries will be looked after.
Speak with an expert advisor.
Our discovery meeting is without cost or obligation - we treat this as an opportunity to learn as much about you as possible and confirm if we're a fit for one-another