David Burkes - Chartered Accountant

David Burke's Estate and Personal financial planning services focuses on developing tax efficient strategies that allow wealth to be transferred.

Services include:

  • Estate planning, including "estate freezes", to ensure that the impact of taxation on asset transfers is minimized
  • Family budgeting and planning to meet future financial goals,
  • Co-ordinating with other professionals to ensure that your specific needs are met, and
  • Resolving estate beneficiary disputes.

We work with you to develop a plan and thereafter assist with its implementation (focusing on the achievement of your goals).


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