Finding a commercial team to assist you in developing an estate planning offering can be a minefield. Ensuring that the tax outcomes are maximised to the detriment of the succession plan or alternative tax is not considered to be a core component of the proposal put forward. We are different.
Working closely with our aligned practitioner we design solutions that initially emphasise the taxation result before ensuring that this meets the testamentary expectations of the family group.
We walk you through the process to ensure that you are able to maximise your product offering and to ensure that you remain in control of the client relationship throughout the engagement. We want you to understand the outcome and have the tools to explain this, not only directly to your client, but their beneficiaries as well.
More information? To find out more, give us a call on 1300 023 782 or email team@cdrta.com.au.
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