Succession Planning

Passing on a business, retiring, making a will all trigger tax issues. Advice should be obtained to get the best results.

We can assist with company re-organisations, share buyouts and buybacks, liquidations, and wind downs. We can advise SME’s and trades on how to structure a succession plan when passing on their life assets.

Types of Clients we help:

  • Registered Unlimited Businesses – Individual Sole Traders, Consultants, Contractors, Tradesmen
  • Limited Companies, Partnerships, Trustees

Tax Planning Services

Retirement

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Succession

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Inheritance / Gifts

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Life Events

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Executive Exits

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Income Tax

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