Estate and succession Planning

Estate planning

A good will and memorandum of wishes is an essential part of estate planning. These should be drawn up by co- owners of businesses and investments. It is important for owners to explain to co-owners, their spouses and children what their financial structures are and how they will work after death.The formation of  a Trust may be part of your estate planning and we can guide you through this step (in conjunction with your lawyer) .

Succession Planning

All good estate plans should have an exit strategy for active businesses as well as a succession plan , if a second generation is to run the enterprise. We can assist with business sales, partial business sales and budgeting for retirement.