We provide professional Estate Planning Wealth Protection advice and careful planning to help to minimise your tax and Protect Your Wealth.

Estate Planning

Why is Estate Planning important for you?

Professional tailored advice and careful planning can help to minimise your tax and protect your wealth.

What could happen if you do not adequately plan your estate?

Increased tax liabilities, administrative expenses and delays

This could result in a diminished inheritance for your loved ones and beneficiaries.

Reduced financial security

You could be risking the financial security of your intended recipients in times of crisis.

Less control and flexibility

If a comprehensive plan is not put into place, your estate could very well be settled in ways that you never envisioned. Having the administrator and the beneficiary as potentially the same person may cause a clear conflict of interest.

How can we help you?

In our free non-obligation consultation, our team of Chartered Tax Advisors and trust & estate planning specialists will advise you on the most tax efficient way to protect your wealth. We also provide practical support in the implementation and set up of any tax efficient structures such as a trust or foundation.

If you are interested in any of our services and would like to book a free consultation to discuss how we may be able to assist you, please contact Mike Conroy or Daniel Mould.

Mike Conroy

Mike Conroy
Qualifications: FCCA ACA CTA FFA FFTA
Position: Managing Director
Contact: mike.conroy@atcsolutions.com

Daniel Mould | Accountant

Daniel Mould
Qualifications: FCCA CMgr MCMI
Position: Practice Manager
Contact: daniel.mould@atcsolutions.com

Have a question?
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