UEM Business

Estate Planning

Careful estate planning can help to ensure the wealth that you have built is transferred smoothly, tax efficiently and most importantly, according to your wishes after you are gone.

Although having a valid Will is important it is just the start. A good estate plan will cover many other aspects relating to the transfer of your wealth. Family trusts, powers of attorney and the taxation implications for beneficiaries can all be managed.

Our processes will:

  • Analyse the current state of your affairs, identifying any gaps.
  • Identify key personal and professional relationships and the ‘hot’ buttons.
  • Instantly prepare an action plan that specifies tasks for you and your advisors to complete.
  • Provide a quick and low cost way of keeping information current and ensure Estate Planning is an annual process.

Engaging us as your Family Manager will provide greater control, security and confidence regarding your affairs.

Contact us now for an obligation free consultation and fixed price quote.

FIXED PRICE PACKAGES STARTING FROM:

  • LITE

  • $150* Per month

    • Xero Subscription
    • Annual Financial Statements
    • Income Tax Return

  • Sign Up

  • BUSINESS BASICS

  • $250* Per month

    • Xero Subscription
    • Quarterly BAS
    • Annual Financial Statements
    • Income Tax Return
    • Email & Phone Support

  • Sign Up

  • BUSINESS

  • $550* Per month

    • Xero Subscription
    • Receipt Bank
    • Bank Reconciliation
    • Payroll
    • Quarterly BAS
    • Annual Financial Statements
    • Income Tax Return
    • Tax Planning
    • Email & Phone Support

  • Sign Up

  • BUSINESS PLUS

  • $850* Per month

    • Xero Subscription
    • Receipt Bank
    • Bank Reconciliation
    • Payroll
    • Quarterly BAS
    • Annual Financial Statements
    • Income Tax Return
    • Tax Planning
    • Monthly Reporting
    • Business Growth Meetings
    • Email & Phone Support

  • Sign Up

*Actual price will depend on your situation, level of transactions, number of employees, reporting, support or meetings required. We will discuss your situation with you and provide a Fixed Price for your affairs. Quoted pricing is based on the average spend by existing customers on the relevant plans. All prices exclude GST.

SWITCHING IS EASY

After we've had a chat and agreed on how UEM Business can help you we'll contact your current accountant and ask them to forward your information. It's that simple.