Estate Planning

Preparing a plan to
protect your wealth

Health Check

Estate Planning

The preparation and maintenance of an Estate Plan is an effective way of ensuring that a person's estate is passed to their chosen beneficiaries with certainty and in the most financially efficient and tax effective way.

How we can help

The preparation of an Estate Plan involves preparing a plan while you are alive and well, to protect your wealth and to facilitate passing that wealth on to family members or others in the way and at the time that you want.

People often put off Estate Planning because it appears to be too hard, they don't know where to start or what they need to do.

At Pitcher Partners, we make the whole Estate Planning process simpler and more accessible. We listen carefully to you, clarify the options available and work with you step by step to build an Estate Plan that is your plan, addressing your circumstances and your needs.

Pitcher Partners work from a solid understanding of your business, financial and personal affairs to provide you with peace of mind and give clarity to your beneficiaries.

Contact our experts


Related articles

Beyond the Horizon... what will your legacy be?

27th March 2018

Michael Hay

Now is the time to take the opportunity and consider: What will be the impact on your business, your broader family and individual members if you ...

Why is losing a loved one so taxing?

6th November 2017

David Foulds

From the date of death onward, the estate becomes responsible for the tax consequences of the income and expenses arising from managing estate a...

Estate considerations with discretionary trusts

17th October 2017

David Foulds

A key characteristics of discretionary trusts is that the people who benefit from the trust assets do not own those assets. If you do not own the...

Related downloads


 

Top of Page


 Back to Wealth Management




IN THIS SECTION:


Rob Southwell

Rob Southwell's picture

Sydney

Managing Partner and Partner – Private Clients Group


> View profile

John Brazzale

John Brazzale's picture

Melbourne

Partner and National Chairman


> View profile

Michael Minter

Michael Minter's picture

Newcastle

Managing Partner


> View profile

Bryan Hughes

Bryan Hughes's picture

Perth

Chairman


> View profile

Tom Verco

Tom Verco's picture

Adelaide

Managing Principal - Private Clients


> View profile

Ross Walker

Ross Walker's picture

Brisbane

> View profile



Partnership fraud

SUCCESS

Paperwork and independent advice saves partnerships from fraud

Discover more

Kia Ora Horse Stud

CASE STUDY

Pitcher Partners fills a Financial Manager gap to keep the business on track

Discover more

Fuel Injection Company Administration

LEADERSHIP

A fuel injection company began life as an Australian public company before being acquired by a UK publicly listed company while in the research and development stage of a “green...

Discover more



@PitcherPartner INTRODUCING | Stephanie Bruce, Graduate of our Perth firm. Graduates and Analysts from across our national firm sh… https://t.co/MgJ5oxVZfu