Estate Planning

Estate Planning is an area that tends to be one of the most neglected parts of a clients financial matters.

Grove accounting is able to assist clients with this matter in a the most discreet manner by assessing the following areas

  • Is an existing will or power of Attorney in place
  • Assessment of tax effect on beneficiaries.
  • Capital gains tax implications on death
  • Clarification of process on completion of final taxation returns
  • Taxation effect on residential houses
  • Capital gains tax effects on any beneficiary.
  • Referral to a qualified financial planner to assist with investments towards retirement.

Please feel free to contact our office to discuss this matter further


“Liability Limited by a scheme approved under Professional Standards Legislation”

Keeping you and your books up to date!

At Grove we make certain that we are up to date with all the latest in the Accounting world to give you the best possible service and results.