ESTATE PLANNING

"Giving you peace of mind while getting rid of the taxman after you die and keeping the family inheritance intact!"

Wills

Are You looking for peace of mind to ensure that Your loved ones are looked after when You die?

At Tax Intelligence™, we give You peace of mind with Your estate planning . We don't just do normal Wills. Our Wills save You a fortune in tax (as much as $100,000 or more in some cases).

We protect Your assets and your loved ones from the taxman . Did You know that when you die, despite the abolition of death duties back in 1979, You can still lose a big chunk of Your estate in capital gains tax and stamp duty? And indeed people often do.

Our 3 generational testamentary trust wills wash out Your tax and stamp duty.

Not only that but we protect Your assets from bitter marriage break ups . Did you know that a significant portion of your wealth may end up in the hands of a nasty ex-daughter in law or son in law if your will is not properly structured?

The Family Court can make the life of your loved ones misery after you die. If they are going through a divorce or separation at the time when you die, the Family Court may hand over some of your hard earned wealth to that nasty son-in-law or daughter-in-law. Unless you have a 3 generational testamentary trust will, your loved ones have NO PROTECTION.

You would be turning over in your grave, that's for sure!

For anyone with a few assets (especially real estate) this is a MUST.

Powers of Attorney

"Keeping control of your money in the hands of those whom you trust"

We include Powers of Attorney in our estate planning package to protect You and Your loved ones. Do you really want an 18 year old at the Public Trustee Office looking after Your family fortune if both You and Your partner get Alzheimers?

We make sure that this does not and will not happen to You.