Tax-Effective Estate Planning and Taxation of Deceased Estates

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Tax-effective estate planning and the taxation of deceased estates (including testamentary trusts) can be complex. Our specialist team will help you to optimise after-tax outcomes and gain clarity on the tax implications so that you can make informed decisions.

Our tax team have a wealth of experience with estate/succession planning and deceased estate matters.

We assist with tax planning and provide tax advice relating to:

  • the passing of deceased estate assets to legal personal representatives (‘LPRs’), trustees of testamentary trusts and beneficiaries;
  • dealings by LPRs or trustees of a testamentary trusts in relation to deceased estate assets and income/gains relating to these assets;
  • the administration of deceased estates by LPRs;
  • the administration of testamentary trusts by trustees of those trusts;
  • business succession plans, including buy/sell agreements;
  • superannuation death benefits; and
  • complex wills, estate planning and deceased estate matters, including (a) double-death scenarios, (b) the application of small business CGT concessions, (c) restructuring business/investment structures to achievesuccession planning objectives, and (d) residency issues.

Approach

Our usual approach is to:

  • provide you with a clear and transparent fee quote;
  • discuss your requirements, goals and desired outcomes;
  • work collaboratively with other professional advisors;
  • deliver our work to you in accordance with your wishes; and
  • regularly update you and your professional advisors during the process.

Fill in the form and someone from our team will be in contact shortly.

FAQ

How do you charge?

Trust is one of our core values. We pride ourselves on not causing 'bill shock'. Our usual approach is to provide you with a clear and transparent fee quote to ensure that there are no surprises. You can then make an informed decision about whether you want to proceed or not.

Tax-Effective Estate Planning and Taxation of Deceased Estates
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