Succession & Estate Planning

Protecting family wealth is a priority for most people and effective tax planning has a large part to play in this process. Neglect in the area of estate planning can cause severe hardship and expense on surviving families and next of kin. We encourage clients to identify their wishes and once identified we will build a tax efficient plan to implement the transfer and avoid problems in the future.

It is important that the succession of your business is planned in order to limit exposure to capital taxes. Whether your goal is to keep your business in the family, sell it to management or sell it to a third party, our experienced tax team can help you develop a clear plan for the future in all areas of the business transfer including minimising capital taxes.