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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 of their assets according to their wishes and avoid problems in the future which often occurs within a family.
It is important that the succession of your business, farm and personal property is planned in order to limit the exposure to capital taxes. Whether your goal is to keep your business, farm or personal assets in the family or dispose of them to a third party, our experienced tax team can help you develop a clear plan for the future in all areas of transferring assets including minimising capital taxes.