Estate and succession planning are an ongoing process, as family and business circumstances change and develop. You need to regularly review and maintain the relevance of your plans to your current and future requirements.

Capital Creation will work with you to establish your goals, and refer you to a specialist lawyer and any other professionals as required in the estate planning process. We recommend that you always have a current will and power of attorney, to ensure your assets are handled according to your wishes and to minimise the burden on your family. It is always comforting to know that your financial affairs are in the hands of someone you trust implicitly to act on your behalf.