Legacy + Succession Planning
April 9 @ 10:00 am - 12:00 pm
FreeMortlake Seminar | Reduce Tax | Maximise Inheritance | Protect Beneficiaries | Avoid Risks | Peace of Mind
Come to this session if you want to:
- Reduce tax and maximise the value of the inheritance passed on to your beneficiaries
- Protect vulnerable beneficiaries
- Avoid risks of challenge to your estate plans
- Have peace of mind that your estate will go where you want it to go
The session will include:
- Case studies to show how your beneficiaries may also be inheriting a tax liability and how this may be reduced
- A comprehensive understanding of key roles and responsibilities
- Strategies you can enact now to maximise the benefits to your beneficiaries
Presented by Tatum West
Tatum has worked in public practice for over 20 years, providing her with invaluable knowledge and experience in accounting, taxation, superannuation, and business. Learn more about Tatum West