Map the arrangements, not just the assets
A useful planning conversation looks at the people involved, the location and ownership of assets, and existing wills or other arrangements. Different parts of a family’s affairs may sit in different jurisdictions. Make those connections visible before discussing changes.
Separate planning from an existing estate matter
Planning for the future and dealing with an inheritance that has already arisen are different tasks. State which situation applies and whether professionals or authorities are already involved. The initial review should identify the appropriate expertise and required information before any action is proposed.
The next step
Tell us what you want to achieve, where you plan to operate and what is already in place. We will work through the dependencies before agreeing the next step.
This material is for general information only and is not legal, tax or investment advice.