Succession Planning

Succession Planning

Wills and Estate Planning

Estate and succession planning is no longer just about making a will.

We assist our clients to fully and properly review their affairs to ensure the best possible outcome for a person’s intended beneficiaries. We help anticipate issues and problems and consider any unforeseen consequences to ensure your wishes are fulfilled.

Apart from the will, we help clients prepare:

  • enduring powers of attorney
  • letters of wishes, and
  • family trusts and related agreements.

We understand that succession planning is about ensuring that the right assets end up with the right people at the appropriate time.

We work closely with our clients to ensure this objective is carried out effectively.

We use testamentary discretionary trusts and lineal descendant trusts regularly to assist our clients to achieve their objectives:

  • preserving their estate assets for their intended beneficiaries, and
  • provide beneficiaries with the most tax effective options available to them.

We assist high net worth individuals, deal with complex family affairs and also specialise in managing the succession planning of business owners and professionals including those in high risk industries.

It’s not just about planning for the future.  It’s about peace of mind.