Estate Planning
The PwC Private Clients Estate Planning team is passionate about helping you manage your complex legal, financial and family issues. Many of our clients are referred by financial planning and accounting professionals seeking end-to-end estate planning solutions for their clients. Others are referred by friends and colleagues who have experienced the peace of mind and value of our advice and service. While most lawyers prepare wills, few specialise in the complex field of estate planning.A comprehensive understanding of tax, financial planning, superannuation, probate and estate administration enables our team to construct holistic strategies for dealing with the challenges you face and fulfilling your wishes.
Certainty for the future is attainable – as long as you plan for it now. Modern wills incorporating discretionary testamentary trusts can greatly enhance the value of the inheritance you leave. These trusts provide your beneficiaries with the ability to eliminate or reduce taxes and simply and cost-effectively access their inheritance. They also offer the potential for protection from the claims of creditors and family members that may interfere with your wishes.
Our Services
Everyone's situation is different. Your first meeting is without cost or obligation and allows us to understand your concerns and answer any initial questions. Our aim is to assist in the preservation and transfer of wealth within families, working with your professional advisors to understand and address your complex legal, financial and family issues. This creates soundly structured and implemented estate planning strategies that offer:- Certainty in the fulfilment of your wishes
- Tax efficient transfer of the control of your wealth
- Reduced potential for interference from disgruntled claimants
- Protection for beneficiaries in need.
Please contact
- Michael Fitzpatrick
- Partner, Sydney
- Tel: +61 2 8266 9525
- John Sullivan
- Partner, Sydney
- Tel: +61 2 8266 3216
