Glossary - Estate planning
Description
Estate planning is the process of organising and managing an individual’s assets such as property, investments, and business interests — to ensure their efficient transfer during life and after death. It aims to minimise tax liabilities, protect wealth, and provide clarity over how assets will be distributed.
Alternate Names
- Estate structuring
- Wealth Transfer planning
- Succession planning
- Legacy planning
- Inheritance planning
- Wealth preservation planning
