Succession Planning
A regime that provides for the death (or retirement) of a major partner or owner of a business, that involves the preparation of a range of legal documents and establishment of legal mechanisms, supported by Life Insurance Policies; that provides a tax effective solution to the transfer of ownership of a company to other family members or business partners. We co-ordinate the various contributors to the Succession Planning process and provide the Life Insurance policy that underpins the Plan.
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