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Estate planning

Effective planning is the result of careful assessment of your assets, tax residency, family considerations and succession planning strategies and other factors. The goal of estate planning is to ensure that your wealth is protected and passed on to your chosen beneficiaries in the most flexible and efficient way possible. To do so, Downton Investment Ltd. brings together fiduciary investment and tax planning expertise. Downton Investment Ltd. can help you protect your wealth and organize safe succession solutions.

Our estate planning services include:

Check exemptions and tax rates on lifetime transfers
Optimizing lifetime transfers between spouses
Transfer of agricultural or business ownership
Transfer of assets to trusts
Organize sufficient life insurance to cover potential inheritance tax liabilities

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