Succession Plan

01 Succession: the series

Managing inherited property can come with complex tax implications. Learn how to navigate tax consequences when transferring assets, from cash to shares and property.

Do your kids really want to take over your business?

Generational succession involves thorough planning and readiness evaluation. Discover if your family business is prepared for a seamless transition to the next generation.

Succession: Are you transitioning your business to the next generation?

What is the end game for your business? Succession is not just a topic for a TV series or billionaire families, it’s about successfully transitioning your business and maximising its capital value for you, the owners.

Trusts & Estate Planning

A trust is a separate legal entity which holds assets, such as property or cash. and have a number of advantages, particularly from an asset protection perspective. They are very popular structures which are often set up by people during their lifetime.

A Will isn’t always the way

You would have heard the saying: “where there’s a will, there’s a way”.

This statement is usually used to encourage people who are losing enthusiasm for a task or goal. But it also reflects the way many people feel about estate planning.