Estate Planning

Enjoying a successful business career and
are now thinking of what to do and where to go?
Kids are ready for University but are you?

Please note that there are significant tax changes being introduced by the government which might make much of what is set out below inaccurate. This page will be revised in due course based on the legislation being introduced.

Experience Counts

Enjoying a successful business career and are now thinking of what to do and where to go? Kids are ready for University but are you? Estate planning should be as much about the planning as the estate. We thought of calling this Section Family Planning as estate planning should start as soon as there is a family. Transitioning a business to the next generation (or to loyal employees where there are no interested family members) takes time and planning. This section does not contain legal advise but hopefully provides some guidance into what is involved in “estate planning”.

Learn More
Print Friendly, PDF & Email