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9 Estate Planning

Wills and Taxes

After you plan to ensure the right people get the right assets, planning to maximise tax effectiveness can also make a big difference.

Tax can be incurred within an estate, when assets are distributed or when the assets are eventually sold by a beneficiary.

After a person dies their assets aren't automatically sold; the estate continues to hold the assets of the deceased in trust for the beneficiaries.

Within this estate there may be investments, bank accounts, personal belongings and a personal residence.



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