|
STEP 4: Once the Plan of Action has been agreed upon, implementation is the next step.
By now you will have carefully considered the recommended strategies now being put into action. The required Intasure paperwork is completed. At this stage, the plan may include re-assessment of the terms of a Will / Trust Deed, as well as income tax considerations. The services of relevant professionals might be required i.e. auditors and lawyers.
|
