Estate Planning

Estate Planning Services

  • Preparation of your Last Will and Testament
  • Estate liquidity solutions
  • Estate tax calculations

In the absence of a Will, or if your Will is invalid, the laws on intestate succession will apply. This means that your assets upon death may not be distributed according to your intentions and wishes. Poor estate planning may result in your estate having more expenses than available cash, this is referred to as an insolvent estate which may financially burden your loved ones who survive you.

will-and-testament

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Build a Stronger Financial Future

Introducing the FinEd Financial Education Series by Gary John Forster CFP®

Three practical books designed to help individuals and business owners make better financial decisions, build lasting wealth and create greater financial security for themselves and their families.

Whether you want to take control of your personal finances, build a stronger and more valuable business, or prepare your business for its eventual sale or succession, these books provide practical principles and strategies that can be put into action.

Financial knowledge can change more than your bank balance.
Greater financial stability can reduce uncertainty and financial stress, provide greater peace of mind and give you more choices about how you live, work and plan for the future.

Wishing you a safe and joyful festive season

Please note that our offices will be closed from 12 December 2025 and will reopen on Monday, 5 January 2026.

During this period, our team will have limited access to emails. We will attend to all queries promptly upon our return.

Thank you for your understanding and continued support.