Estate planning services include working alongside mining and resources executives, professionals and their legal and financial planning teams to consider and implement solutions for often-complex tax issues affecting deceased estates.
Using a process framework that is logical and thorough, our estate tax planning advice and services focus on minimising taxes for family members and beneficiaries who may otherwise pay additional and unnecessary tax upon your death, along with considering asset protection and other requirements of beneficiaries.
For high earning executives in the mining and resources sectors, this can involve additional complications such as navigating international tax jurisdictions and managing non-resident issues relating to superannuation.
Further complications involving payment of what can be substantial insurance payments also need careful consideration especially with regard to establishing appropriate tax effective structures for holding funds and protecting assets.
