If such long-term plans are not in place, future generations may be unprotected and, as a result, miss out on the passing of wealth to them.

We assist high-net-worth individuals and business clients to execute appropriate succession plans. Our Business Law team has a strong focus on succession planning and we mobilise their resources as required to deliver solutions to our clients.

We take a holistic approach to succession planning. We take into account a client’s will, but also control of superannuation, arrangements for family trusts and life insurance arrangements.

The preservation of pensions is also a consideration for some clients, which we factor as part of their succession planning requirements.

Succession Planning Schedule of Fees