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Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At OnTax Business Centre we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas of estate administration we can assist with include:

  • Meeting to discuss objectives for your estate 
  • Confirming assets - Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution
  • Administration Act

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What We Do

At OnTax Business Centre we provide you with advice when your business needs it, not just when you ask for it.

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Who we are

At OnTax Business Centre we are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements.

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Tool Box

View our handy online tools and resources featuring key dates, tax facts, useful links and online calculators.

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Meet The Team

Mike Davies
Director
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Jaya Ekbote
Senior Accountant
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Asta Lambert-Cameron
Intermediate Accountant
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