As Accountants, we believe that Estate Planning and Asset Protection should be done at the same time. Why does this matter? Well, estate planning, including wills and trusts, ensures the smooth transfer of assets to those you love. This is especially important for business owners who want to pass on their businesses or other assets to their chosen beneficiaries.
At Westwoods BGA, we’re here to help you protect your family’s future and keep your wealth in your family bloodline. So contact us and let’s make sure your legacy is in safe hands.
Contact us today
Our team of friendly advisors at Westwoods BGA are here to help. We can help you:
Our estate planning specialists will help you with:
We’re trusted by individuals and businesses here in Adelaide, South Australia and beyond. And we’re here to help you too!
As qualified tax accountants, we understand the bigger picture at play here. We understand what is and isn’t subject to capital gains tax and can help you with thorough estate planning to mitigate tax implications for you and your beneficiaries.
As part of our estate planning service, we’ll make sure your affairs are arranged in the best possible way. You’ll be able to decide how your assets should be managed and distributed once you pass.
We’ll make sure to implement strategies to protect your assets such as your family home, investment properties, and business. It’s all about protecting you and your loved ones and it pays to think about it early.