SUCCESSION PLANNING 

 

Our clients won’t be around forever and need to plan for what happens after.

We work with business owners to ensure that their personal plans are not neglected whilst taking care of business, so that their shares and equity go to the right people and the next generation is planned for.

 

Everyone’s financial and family situation is unique. By analysing personal objectives in light of current laws and rulings, we build estate plans tailored to our clients' wishes and objectives. Our services include:

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• Asset protection and tax efficiency

• Wills 

• Powers of Attorney

• Bespoke Sickness and Life Policies

• Shareholder Protection Plans