The key to a good succession plan is to know your client's wishes. The process is a very personal one and can be a soul searching experience when one considers the successor to your business has to be able to run the business eventually without you. Often the plan can be designed so that it can easily be changed if the successor is not interested or not capable of assuming the responsibilities. It is our job to ask the right questions in order to be able to design the plan in which you are satisfied with the outcomes.

The plan may involve freezing the value of your company and the use of a discretionary family trust. It also involves retirement planning and protection strategies to safeguard your assets. Usually the plan would also be coordinated with estate and will planning services.

Taxation Core Services
Estate and Will Planning
Succession Planning
Retirement Planning and Wealth Management Services
Corporate Reorganizations
Mergers and Acquisitions of Businesses
Tax Disputes and Representation

Other Services
Cross Border Tax Planning
Corporate and Personal Compliance Services
Assurance and Business Advisory Services