Estate Planning
Provision of advice on the structuring of business-owners arrangements such that in the event that one of the owners dies or decides to leave the business, the ownership of the business can be transferred to the other owners with the minimum of taxation liabilities. The arrangements are often made via testamentary trusts that protect the estate of the stake-holders in the business when title or ownership transfers to the beneficiaries of
the estate.
Testamentary Trusts include provisions for:
- maintaining social security entitlements;
- ensuring that assets pass to children even if a surviving husband/wife remarries;
- capital gains tax and income tax advantages;
- providing for children with an intellectual disability or mental illness; and
- protecting assets where a beneficiary becomes bankrupt or divorced.
If you are interested in this product or require more information, please use the form below to contact us. Alternatively, you can contact us by telephone during business hours.
