Succession Planning
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Succession Planning

What is it?

You’ve worked your whole life to care for and protect those you love. But have you considered what will happen when you’re no longer around to take care of your family. Will there be sufficient funds to cover debts and to pay for essential living expenses or your children’s education?

Estate planning is a process of arranging your affairs for a smooth transfer of your assets to your beneficiaries. The planning process aims to eliminate any uncertainty about the administration of your estate and maximises the value by reducing taxes and other expenses.

What about when you’re ready to retire, what will happen to your business? Will you sell, or would you like a family member or employee to take over the business?

Our succession planning process will help you organise your exit from the business, whether that be a handover to the next generation or a sale to realise the value of the asset.

Succession Planning

How does it work?

t’s important to make sure your assets are distributed according to your wishes, and in the most tax effective way. Our approach considers all your assets and liabilities as well as any particular wishes you would like met. From this, we make recommendations for managing and structuring your estate.

Estate planning is a complex area, but we work with you to ensure you understand how your estate will be administered under the terms of your will. We’ll also explain how current legislation will affect the treatment of your estate.

Succession planning will help you make the transition from business owner to retiree smooth. There are many considerations in succession planning that need to be dealt with in advance to mitigate any adverse tax affects.

Succession Planning

Why use us?

The way you structure your business now makes a huge difference to how it can operate without you in it. And we’re not just talking about you not being around, we’re talking about the exit plan for you to successfully enjoy your retirement.

For business owners there are plenty of exit options – each with advantages and disadvantages to weigh up. What works for someone else might not work for you, so you need to consider and understand all the options and benefits available to you.

Making informed decisions about your succession and estate planning means a better outcome for you, your family and the people in your business.


A wealth of Experience amongst a Qualified Team


Generations of Knowledge shared to better inform you


We partner with you on every step of the way


Our clients success is our success


We are committed to achieving professonal results