Business Succession
We can assist our clients establish formal buy/sell arrangements to ensure the orderly transfer of a business at market value to the surviving partners in the case of the death or serious ill health of one of the partners. In most instances the sale proceeds can be funded via insurance which is an inexpensive method of ensuring that your family receives the full benefit of your endeavours.

We can also provide advice to our clients in respect of planned business successions including trade sales and management or intergenerational buyouts. We can assist in the development of strategies to ensure that sufficient funding is available to enable businesses to pass to the next generation at a fair value for the original owners.

Estate Planning
We can assist in the development and implementation of an estate plan to ensure your wealth is passed on in accordance with your wishes in a tax effective manner. This may include a review of your existing wills and structures to ensure that your current estate plan will actually achieve your desired outcome.

We can also provide advice in respect of the appropriateness (or otherwise) of using Binding Death Benefit Nominations in respect of our clients superannuation and whether your insurance should be held inside or outside of the superannuation environment.