Tax and Estate Planning
Plan your wealth with tax confidence.
Effective wealth planning requires consideration of both your long-term objectives and the tax implications of the decisions you make today.
As financial circumstances become more complex, proactive planning can help ensure your wealth structures remain aligned with your goals.
Andersen provides tax and estate planning advice to individuals and families, helping them understand the implications of wealth decisions, ownership structures and future transitions. We work with you to develop practical strategies that support long-term financial goals and intergenerational planning.
How we help
Personalised tax planning
We provide tailored tax advice to help individuals and families understand opportunities, obligations and the potential tax implications of their financial decisions.
Wealth structuring considerations
We advise on the tax implications of different ownership and wealth structures, helping ensure arrangements support your broader financial and family objectives.
Estate and succession planning
We help families consider the tax implications of transferring wealth, including the impact of gifting, trusts and other succession arrangements.
Family wealth planning
For families with complex financial arrangements, we provide guidance that considers tax, ownership and long-term objectives together.
Ongoing review and advice
Tax rules and personal circumstances change over time. We help ensure your planning remains relevant as your wealth, family circumstances and goals evolve.
Outcomes
With Andersen’s Tax and Estate Planning support, you can:
- Understand the tax implications of wealth decisions
- Plan proactively for future transitions
- Align structures with long-term objectives
- Support effective intergenerational wealth transfer
- Make informed decisions about your financial future