
How We Help
Estate Planning
At Schuh Wealth Advisers, we believe that planning for the future includes securing the legacy you leave behind. A well-structured estate plan ensures your wishes are clearly communicated and carried out, providing your loved ones with clarity and peace of mind during difficult times.
Our estate planning services focus on minimising taxes and maximising the value passed on to your beneficiaries. We help you create a legacy of competence and control, ensuring assets are distributed efficiently and according to your wishes. With our guidance, you can feel confident that your affairs are managed effectively.
Our estate planning services include identifying your estate goals, selecting a competent executor, reviewing wills and powers of attorney, and working with your solicitor or trustee to draft appropriate legal documents. We also ensure these documents are thoroughly reviewed and finalised to suit your needs.
Contact us today to learn how we can assist with your estate planning, helping you leave a lasting, well-managed legacy while reaching your broader financial goals.