Other areas, which can impact on your
business and personal asset planning include:
& Equity Financing
These are most likely topics that you
have dealt with in your business before, but may not have integrated
into your succession planning efforts.
Our focus is
on business continuation planning, a
topic often confused with estate planning.
Planning is considerably broader
in scope, and concentrates on much more than just minimisation of tax.
Business Continuation Planning
includes everything from will and trusts (traditional estate
planning tools) to family
counselling and strategic planning (tools well beyond the reach of
estate planning). It applies to you in all stages of life and by
customizing your estate plans we assist you in:
family goals regarding the preservation of wealth
held business issues, including valuation, alternative methods of
dealing with estate taxes and the transfer/disposition of assets
alternative strategies to quarantine and quantify potential tax
current taxes under existing estate plans