Estate planning

You’ve spent your lifetime building up your asset base. So when it comes to the end of your life, you’ll want the peace of mind of knowing your assets will be handled according to your wishes.

It’s not just about how your estate is distributed, it’s also about making sure your gift is dealt with as effectively and efficiently as possible from a legal, tax and financial perspective.

By creating an estate plan, you not only protect your assets during and after your lifetime, but you’ll save your beneficiaries extra heartache at a time when they’re likely to be quite distraught.

The team at Mason Lloyd can help you ensure your legacy is protected and able to be passed effortlessly from one generation to the next.

Call Kerry to discuss your estate planning options on 6023 1700

Got a question? Get in touch

If you've got financial or business questions, or you just want to run something by us, we'd be delighted to really talk to you – in person, over the phone - call us on 02 6023 1700 - or you can use the form below and we'll get back to you.

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About us:

Lloyd Accounting is a boutique accounting firm based in North Albury that operates with the sole purpose of making your tax and business affairs as easy as possible. For us, it's about really understanding what it is you're wanting to achieve and then using our experience and expertise to help facilitate that.

Please note - our new location:

Lloyd Accounting is now located at 932 Waugh Rd, North Albury, NSW.

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