Financial Planning

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Estate Planning

Need to Know

Estate planning ensures that the transfer of your wealth to your beneficiaries is seamless, minimises their tax liability and provides maximum asset protection. Our team of Financial Advisors can work in tandem with our estate planning lawyers to tailor a plan that achieves your desired distribution of wealth in a tax-effective way, with complementary legal solutions for you. These include tax management and reduction strategies, and inheritance protection.

The first step is ensuring you have a current and valid will. Many people die without having made a will, or die leaving a will that is out of date and which does not accurately reflect their current circumstances. Hejaz Financial Services prepare wills that are both Islamically compliant and legally compatible.

How can

We Help

It’s important to make sure your assets are distributed according to your wishes, and in the most tax effective way. Our approach considers all your assets and liabilities as well as any particular wishes you would like met. From this, we make recommendations for managing and structuring your estate.

Estate planning is a complex area, but we work with you to ensure you understand how your estate will be administered under the terms of your will. We’ll also explain how current legislation will affect the treatment of your estate.

Estate Planning

What are the Benefits to Me?

Expert Advice

Tailored Solutions

Lasting Relationships

Investment Flexibility