Inheritance planning is about more than just passing on your assets—it’s about leaving your desired footprint, be that a financial legacy or otherwise to support your loved ones on their own journey to financial freedom. At Wealth Alliance, we can help you navigate the complexities of your estate plan, identifying potential tax implications and solutions.

Our goal is to create a plan that honours your wishes, minimises tax liabilities, and facilitates a smooth transfer of wealth to your beneficiaries. We work closely with you to understand your values and priorities, and where necessary we can engage with specific legal and tax specialists to ensure that your legacy reflects what matters most to you.