Estate & Succession Planning Services
Our accounting firm specializes in estate and succession planning for individuals and corporations, offering professional advice to reduce tax obligations, protect wealth, and guarantee a seamless asset transfer.
Our Approach & Services
Our accounting firm specialises in estate and succession planning services, which help individuals and organizations develop successful asset and ownership transfer strategies. Our staff offers customised solutions to reduce tax costs, safeguard wealth, and ensure a smooth transfer procedure.
If these are the questions you are asking:
- What is succession planning and how does it differ from estate planning?
- What tax implications are associated with estate and succession planning?
- How can estate and succession planning benefit my business and its future success?
Secure your financial legacy with our estate and succession planning services. Our team of experts will help you develop tailored strategies for transferring your assets and ownership, while minimizing tax liabilities and ensuring a smooth transition process. Contact us today to learn more and take the first step towards securing your financial future.
Industry-Awarded Accountants: Your Partners in Success
How we help with Estate & Succession Planning Services
- Design tailored estate plans to secure your family’s future
- Minimize taxes and maximize inheritance
- Facilitate smooth business succession transitions
- Guide you through complex probate processes efficiently
- Protect assets through strategic trusts and wills
- Provide expert guidance on estate laws and regulations
Why Aero?
Qualified Team
Our experienced accountants have all the qualifications necessary to handle any accounting task. Your tax return is in good hands!
Personalised Tax Experience
Our close-knit team is interested in your tax journey and will be able to provide services tailored to your specific needs.
No Upfront Payment
Our tax preparation fees are deducted from your refund, so there is no stress of upfront payments.
Satisfaction Guaranteed
We are confident we can give you top-end services but if you still have your doubts, book a consultation with us and we will come up with a solution for you.
Max Thurst2024-02-08First time using this service and won't be the last. Professional and expert team. The help which Ruth gave me made the process easy, pleasant, and one of the best experiences I've had with any service.
Michelle-Annette2024-02-03Was incredibly stressed before this appointment but felt at ease with what I needed to do afterwards. Very happy.
Stefanie Pearce2024-02-02Third year using Aero group for my tax return...always a hassle free and friendly service.
Kirra Uren2024-01-30Deepika is wonderful. She is thorough and always takes the time to ensure that I understand what I might be entitled to claim. Thank you for your expertise, patience and professionalism!
Erique Hew2023-10-17I never thought filing a tax return from aero accounting was so simple, fast and reasonable. The experience was exceptional. I will return again next year!
Hanni AH2023-10-11Professional, Thorough, Speed. Happy with results every year.
Lucas Danes2023-09-29I knew I was dealing with a professional when I first met with Deepika, she was diligent and extremly thorough. I had many obstacles and there were no stones unturned, I would highly recommend Deepika and the Aero group, good value for money with a speedy outcome. Thank you Deepika
Mr Darcy2023-09-28The service at AERO accounting is very efficient and the cost of their service is very reasonable. Rabina has been great to deal with.
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