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Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At West Currie Consultants we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets - Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

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What We Do

At West Currie Consultants we aim to provide you with advice when your business needs it, not just when you ask for it.

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Who we are

At West Currie Consultants we are committed to forming close partnerships with our clients...

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Meet The Team

Julie West
Partner/CPA
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Rebecca Heath
Partner/CPA
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Kerry Pretlove
Assistant Taxation Consultant
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Elizabeth West
Graduate Accountant
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Suzie Cranage
Off-Site Accountant/Tax Manager
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Leanne Lloyd
Administration Team
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Emma Kennett
Administation Team
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