Estate Planning

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Crafting Your Lasting Legacy

Estate planning is a key element of every great financial plan. It’s a strategy on how to leave a financial legacy for your loved ones or charitable causes, and includes methods to minimise estate taxes.

Fisher Dugmore will assist you in creating or updating your estate plan, including wills, trusts and beneficiary nominations.

Will Drafting

Will drafting is a crucial component of estate planning as it ensures that your assets are distributed according to your wishes.

We assist you with making informed decisions about distributing your assets, making charitable donations and drafting your final wishes.

Updating Wills

It’s important to regularly update your will to reflect changes in your circumstances. These changes include: marriage; divorce; having children and many others.

Tax-Efficient Structuring

Estate planning also includes reducing estate duty and other taxes.

  • Estate Duty
    This is the tax one pays on the value of their estate when they pass away. This can be reduced by correctly structuring your assets in a tax-efficient manner.
  • Capital Gains Tax
    When one passes away, their assets are regarded as deemed (sold) and there may be capital gains tax payable. This can be minimised if the correct structures are in place when transferring assets to beneficiaries.
  • Entity Planning
  • Entity planning involves the strategic selection and structuring of legal entities, such as trusts and companies, to manage and protect assets for future generations, while minimising tax liabilities.

Our Investment Beliefs

Our clients are
the wind in our sails.

We serve people who want world class financial solutions, specific to their goals, by providing a working plan to grow their financial context, and guide them throughout their journey to ensure its success.

Allow us to assist you in charting the course to your wealth destination.