Succession Plan

01 Succession: the series

Managing inherited property can come with complex tax implications. Learn how to navigate tax consequences when transferring assets, from cash to shares and property.

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 01 Succession: the series
( Posted in: Living Estate Planning )

Do your kids really want to take over your business?

Generational succession involves thorough planning and readiness evaluation. Discover if your family business is prepared for a seamless transition to the next generation.

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Do your kids really want to take over your business?
( Posted in: Tax )

Succession: Are you transitioning your business to the next generation?

What is the end game for your business? Succession is not just a topic for a TV series or billionaire families, it’s about successfully transitioning your business and maximising its capital value for you, the owners.

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 Succession: Are you transitioning your business to the next generation?
( Posted in: Community )

A Will isn’t always the way

You would have heard the saying: “where there’s a will, there’s a way”.

This statement is usually used to encourage people who are losing enthusiasm for a task or goal. But it also reflects the way many people feel about estate planning.

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A Will isn’t always the way