As we age, it becomes increasingly important to consider the administration and distribution of one’s estate. With tax efficiency a cornerstone, WMS has vast experience in developing well-structured estate plans that meet your needs and desires. We will collaborate with your legal advisors and/or financial planners to design the best pathway for you and your legacy.
Our team also ensure your superannuation fund trustee holds the appropriate binding death nominations to reduce angst and increase the after tax distribution to your beneficiaries.
Our partners often act as Co-Executors of our client’s estates to provide the surviving family members with comfort and the appropriate level of financial experience to administer the financial affairs of the estate.