For most invoices issued by View Legal Pty Ltd for estate planning packages, customers can generally attribute up to 50% of the invoice to ‘tax advice’, subject to obtaining guidance from their tax agent.
The following packages however do not have a ‘tax advice’ component:
- Power of attorney only packages
- Any estate planning package provided on a ‘White label’ basis; and
- Any estate planning package for a ‘standard’/‘no-Testamentary Trust’ will.