Plan For The Unexpected

Estate Planning Saves you Money

Plan For The Unexpected

Estate Planning Saves you Money

Plan For The Unexpected

Estate Planning Saves you Money

About Us

Meet Annette!

Annette M Houlihan is a seasoned financial planner and international estate planner, amassing a remarkable career spanning over 37 years within the dynamic financial services realm.

Having embarked on her journey armed with an accounting background, Annette’s affinity for numbers led her to uncover a fervent desire – aiding individuals in managing their finances, safeguarding their assets, and constructing a resilient future.

With a keen focus on tax and financial planning, Annette ensures that your highest net worth is maintained throughout your journey. At Carey Suen, our array of services is meticulously tailored to address the distinctive requirements of our esteemed clientele. Our proficiency spans a broad spectrum, ranging from standard international estate planning solutions to intricate tactics for scenarios encompassing business assets, cross-border marriages, unique medical necessities, and beyond.

With Annette’s seasoned expertise, your financial security is our paramount concern.


Estate Planning Services

Create a plan for your future with a free consultation from our estate planning professionals.


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Stay up-to-date on the latest estate planning news and trends by reading our blog.

Estate Planning For Millennials

Why Millennials Can’t Afford to Miss Estate Planning: John’s Cousin’s Cautionary Tale

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Learn why it's never too early to start estate planning from the tragic story of John's young cousin. Don't miss out on securing your family's financial future! Hey,...

Estate Planning

Estate Planning Quiz – How deep is your knowledge?

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Retirement Income Boost

Retirement Income Boost

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What is a Retirement Income Boost? As retirement approaches, many seniors may be worried about their finances and how to make ends meet ( However,...

Real Estate Investment in the UK

Real Estate Investment in the UK

by | Jan 31, 2023 | Articles,Real Estate | 0 Comments

The United Kingdom is a Great Place to Invest in Property The United Kingdom is a great place to invest in property and watch your investment grow over time. Property...

2023's Estate Planning Resolutions

2023’s Estate Planning Resolutions

by | Jan 1, 2023 | Articles | 0 Comments

2023's Estate Planning Resolutions After having a fantastic Christmas, January is a time to make estate planning resolutions to get your things in order and ultimately...

Include your pets in your legacy

Include your pets in your legacy.

by | Dec 12, 2022 | Pet Will & Trust,Articles | 0 Comments

Include your pets in your legacy. Most people include instructions for distributing valuable assets in their wills but rarely consider their pets. Problems A neglectful...

Comprehensive Consultation

Writing a will is easier than you think.

by | Dec 11, 2022 | Articles | 0 Comments

Writing a will is easier than you think. Writing a will isn't the most pleasant of tasks or a straightforward discussion with your loved ones. After all, by doing so,...

Famous People Who Disinherited Their Children

Famous People Who Disinherited Their Children

by | Dec 8, 2022 | Articles | 0 Comments

Fun Friday Facts - Famous People Who Disinherited Their Children. It isn't always necessary for children to inherit wealth from their parents. Check out some of the...

10 Steps to Estate Planning

Estate Planning in 10 Steps

by | Dec 6, 2022 | Articles | 0 Comments

Estate Planning in 10 Steps  In this article, Estate Planning in 10 Steps, you will be able to outline your wishes in the most tax-advantaged way so that there will be...


Get the most help through our frequently asked questions

◉ What is estate planning, and why is it important for my financial well-being?

Estate planning involves creating a comprehensive strategy to manage your assets and affairs during your lifetime and ensure their seamless transfer to your loved ones after you pass away. It’s essential to secure your financial well-being, preserve your legacy, and minimise potential conflicts.

◉ How can estate planning help me protect my family's future?

Estate planning allows you to make crucial decisions about who will inherit your assets, ensuring your family’s financial security. You can safeguard your loved ones and provide for their needs through strategies like wills, trusts, and guardianship appointments.

◉ What are the benefits of setting up a living trust in my estate plan?

A living trust offers several benefits, including privacy, avoiding probate, and providing continuity in asset management if you become incapacitated. It allows your chosen trustee to manage and distribute assets according to your wishes without court involvement.

◉ How can I minimise estate taxes and fees through strategic planning?

Through careful estate planning, you can explore legal methods to reduce estate taxes, such as gifting, charitable contributions, and irrevocable trusts. Crafting your estate plan with these considerations in mind can help maximize the value of your estate for your beneficiaries.

◉ What role do digital assets play in estate planning, and how can I ensure their proper management?

Digital assets, like online accounts and cryptocurrencies, are increasingly important today. Estate planning includes addressing these assets by providing instructions on accessing and distributing them and ensuring they’re noticed and recovered.


What are clients are saying about our expertise

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