Succession and Estate Planning

Succession

For business owners, a plan for succession of ownership is essential and providing a process of business continuity for you and your customers or clients is essential. To ensure the long-term success of your business, it is critical to establish a well-designed succession plan.



• Preparing your business to sell
• Assisting in the sale of the business
• Passing your business on to the next generation
• Tax planning, including minimising capital gains
  

Estate Planning

Although an unpleasant task, estate planning is one of the necessities of life. It is important to know that your hard earned assets will be dealt in a manner that you would have wanted.



• Meeting to discuss objective for your estate
• Assisting with legal process in relation to:
• Wills
• Testamentary trusts
• Enduring power of attorney
• Binding death nominations
• Taxation of Estates
• Estate distribution
• Advising of Executor and trustee of their duties