Estate/Succession Planning

Planning for your family and assets after death will never be an easy conversation. It can become a onerous task mixed with personal and financial issues resulting in a costly process where by nobody is better off.

An effective estate plan will ensure your wishes are implemented in the most financially and tax effective way possible. We can assist you in all aspects of this process including but not limited to:

  • Assisting with will’s and power of attorney
  • Investment planning
  • Tax effective strategies to optimise the value of your estate
  • Asset protection strategies
  • Administering estate plan and transfer of assets

As a business owner, it is important to ensure your estate affairs are in order and a large component of this is the succession of your business. Establishing a well-designed succession plan is crucial in your business continuation and evolution when you are no longer in the picture.

Contact us for more information or you wish to discuss a succession plan that will provide you with assurance of a smooth transition and peace of mind for the future of your business.

We are aware of the links of estate and/or succession planning with your superannuation and retirement plans. For more information on how we can help you click here.