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

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