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Estate and Succession Planning

This area is one of the least serviced by the accounting profession. While we accountants are busy helping you make money and save tax, most of us rarely think about your succession planning.

As a dynamic practice which aims to address all of the business and wealth generation concerns and needs of our clients, our practice has developed a high level understanding of this area and has established contacts with some of the best minds in the industry.

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind. For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

As your accountants, we are better placed than most other professionals to understand your situation and needs. By partnering you in this journey we can help you to establish a sound strategy for estate planning of your personal wealth and succession planning for your business.

The areas in estate administration that we can assist with include:
  • Meeting to discuss objectives for your estate
  • Confirming assets - valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

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