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Estate and succession planning is often overlooked, and can become an area of low priority. However, the passing of your estate to the next generation in accordance with your wishes is of utmost importance.
Not only is it desired that our wealth passes tax effectively to those we wish, but asset protection, superannuation, and family law issues also need to be considered. Estate and succession planning is a complex area that requires specialist advice to ensure that all aspects are considered. Family considerations are paramount, including equity between beneficiaries, accessing income streams and capital from assets, as well as passing effective control of entities.
We work closely with specialist Estate Lawyers to provide you with peace of mind that your beneficiariesí financial future is secure and structured appropriately. In our process, where appropriate we also liaise with beneficiaries to ensure they understand your intentions, and educate them through the background and process of your wishes. We not only ensure the development of your personal succession and estate planning strategy and itís harmony with any business succession planning, but also the implementation of the strategy through to the end.