Estate Planning

What is Estate Planning?

According to the ATO: "Estate planning involves developing a strategy to deal with your assets after you die – the legal instruments and structures, such as a will, you put in place to transfer your assets in the event of death."

Estate planning is an important part of wealth management. Effective strategies can ensure minimal tax on inheritance, protection of assets from contestation, and more.

Jigsaw has partnered with industry leader Charmberlains Law Firm to provide estate planning services. Charmberlains are one of Canberra's leading law practices, and are internationally recognised experts on testementary trusts. With Chamberlains' expert planning and Jigsaw's intimate knowledge of our clients needs and best tax practices, our estate planning service will ensure that after your death the wealth you have worked hard for is passed on as you intended.