Trust and Estate Planning

Trust and estate planning is a careful process to assess and arrange for proper transfer of your wealth to the people you want at the right time. Everyone’s requirements will be different and at Chatfield we want to give you complete peace of mind by eliminating any uncertainties during your lifetime and after you’re gone. For example:

• Can I afford to make a gift?
• Should I set up a trust?

There are many elements to estate planning which can seem overwhelming, but the time for planning is now when you are in control. Trust and estate planning could include structuring your will, assigning guardians to minors, beneficiaries and the use of trusts to secure and protect assets. The process will be different for everyone but the outcome will be the same – to maximise the value of your estate and reduce taxes and any other expenses.

During a lifetime of accumulating wealth, your requirements may shift and we hold regular reviews with our clients to ensure their estate planning remains up to date.

If you would like to discuss trust and estate planning, please contact us.