Estate And Succession Planning

Make plans for the future


Estate & succession planningSolid planning is the best way to prepare for the future. We have services in place to help you design strategies for successful succession and estate planning. 

Succession Planning

There comes a point in business where you have to hang up your hat and step away from the hustle and bustle of work life, business hours, endless phone calls and time away from home. Often you don’t know when this day will be, but it is certain that one day you will have to start to consider how your business will function without you.

To develop a successful succession plan we first need to understand what your desired future is. Do you want to continue owning the business but be void of the nitty gritty details involved in operational activities? Or do you want to step away completely through sale or hand over?

Once you decide your desired future, we help you consider your options, craft and put in place an effective succession or exit strategy for a smooth transition. 

Estate planning

Our main goal with estate planning is to protect your family’s wealth after you have gone. So we work with experienced and reputable estate lawyers on your behalf to ensure detailed and accurate Wills, Enduring Power of Attorney and Enduring Power of Guardianship are put in place. This give you the confidence in knowing your wealth is taken care of well into the future.

Often while preparing a Will, we will ask for a Testamentary Trust to be put in place. This is an effective tool in estate planning; it provides more control over the distribution of assets to beneficiaries, as well as tax advantages. Should a Testamentary Trust be recommended, we will offer advice and guidance for both Discretionary and Protective Testamentary Trusts depending what is most suitable to your situation.

Talk to our advisors about your estate and succession planning needs.