The team at C&D offer a comprehensive taxation based estate planning advisory structure, working closely with our external professional legal firms to supply a comprehensive service.
Global analytic view
We work without our accounting partners to examine the overall position and determine the taxation outcome before delving into the estate planning process. We look at the structures of the family group, ownership and expectations.
The estate planning document
We prepare an estate planning roadmap, articulating the taxation position and working with our legal firms to devise an estate planning solution. This forms the basis of the instruction to the will writers.
Review and amendment
As things change we revise the estate planning process and solution document to ensure that it stays relevant. This generally happens on an annual basis or as when needs arise.