When it comes to our retirement and estate planning, attaining the best possible outcome for our clients and their loved ones is our foremost priority.
UHY Haines Norton understand that clients want a no fuss approach to establishing a strategy and we will therefore work with you and your other consultants such as your financial advisor, solicitor or banker, to provide you with the most effective retirement and estate strategies based on your needs and requirements.
Our retirement and estate planning service includes:
- Retirement planning and strategies;
- Assistance with government benefit schemes and aged care advice;
- Assistance with and guidance regarding preparation of Wills and Trust Deeds;
- Family succession and estate planning; and
- Advice regarding commencing or ceasing a pension.