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These notes are intended to be a guide only. None of the comments contained in these seminar notes are intended to be advice, whether legal, financial or professional. You should not act solely on the basis of the information contained in these notes because many aspects of the material have been generalised and the tax laws apply differently to different people in different circumstances. Further, as tax and related laws change frequently, there may have been changes to the law since the notes were written. Specific advice should always be obtained from a tax professional.

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Notes Online Home 2013 Practice One-Offs Guide to estate planning

In this chapter of the notes we offer the latest guide to estate planning. In particular, the following broad topics:

  • Tax effective succession planning using testamentary trusts
  • Other tax planning strategies on death
  • Estate planning and the Will
  • What the role is of the accountant

Chapters and Articles in 2013 Practice One-Offs