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Succession Planning

Succession Planning 

If you own and operate a business either solely, in a partnership, with family or multiple business partners, planning your succession in advance will greatly enhance the chances of a successful result for all parties involved.  

Ideally, a succession plan would be implemented over a five year period with the intent to address the following issues:

  • Continuity of family ownership of assets
  • Maximisation of retirement income
  • Provide retirement income/pension for retirees
  • Assist beneficiaries with financing options if required
  • Tax effective result on sale or transfer of assets
  • Review of appropriate insurance coverage
  • Provide financial security and peace of mind
  • Clarify and document the desires of all associated parties who may have conflicting opinions
  • Reduce conflict and contesting of wills after death

We are able to provide advice and guidance on how to adapt a succession plan that provides for your future security. We work very closely with solicitors who have expertise in the field of wills and testamentary trusts.  


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