It should be noted that, before acting, you should seek the professional advice and services of a solicitor. Merlea Investments Advisers correspond with several local estate planning lawyers to assist you with your estate planning matters. Please contact us for our recommendations.

Having an established estate plan in place ensure your assets go your designated people, it can maximise the after-tax value of your assets and makes it easier for the recipients of your estate to handle your affairs without you.

This may involve setting up a Will, power of attorney, binding death nomination and testamentary trusts.