Trust, Integrity, Accuracy & Experience.

Estate Planning

Estate Planning is about making sure that the investments you make now are passed on to your family or beneficiaries in the most effective way to protect your wealth and your family.

At Brien’s Taxation Service, we will assist you in the creation of an effective estate plan including tax effective Wills to protect your estate and the interests of your beneficiaries in the event of your death.

Developing an effective estate plan will ensure that:

  • Any tax payable is minimised
  • The ownership of assets passes to the right beneficiaries
  • The assets are protected if any beneficiary has any legal issues
Over 40 years experience - looking after your financial future.

Some of the businesses we have worked with