Planning
Succession and Estate Planning
Long-term planning for the transition of a business or the affairs of a family, coordinated with legal advisers.
Overview
What this service involves.
Transitions take time to plan well. Whether the change involves a sale, a family transfer or an estate, our role is to set out the financial and tax consequences of the alternatives and to work alongside the other professional advisers involved.
When it may be useful
- An owner is considering retirement, sale or a transfer within the family.
- A family wishes to understand the consequences of a planned transition.
- An executor requires assistance with estate or trust filings.
Preparation
Information you may need to provide.
Nothing needs to be complete before we speak. Where records are incomplete, bringing them current is treated as its own piece of work.
- 01Corporate structure details and shareholder agreements
- 02Recent financial statements and tax returns
- 03Wills, trust documents or planning correspondence, where relevant
- 04Contact information for legal and investment advisers
Confidential documents should not be sent through the website contact form or ordinary email. We will confirm how to transmit them securely.
Connected services
How this work connects to the rest.
Corporate Tax
Corporate tax compliance and planning handled alongside your reporting, so filings and decisions stay connected.
Personal Tax
Personal returns prepared with attention to the business, property and family circumstances behind them.
Business Advisory
Practical financial analysis for decisions about growth, structure, financing and transactions.
Questions
Before you get in touch.
Scope is confirmed in writing before work begins, based on the reporting obligations that apply, what records already exist, and the decisions the organization is facing.
Yes, and they often are. Reporting, tax and advisory work draw on the same records and the same understanding of the organization, which is why they are coordinated rather than treated separately.
That depends on who relies on the financial statements and what your governing documents, funders or lenders require. It is one of the first things we review together.
Fee arrangements are discussed as part of confirming the engagement, once the scope of work is understood. Pricing is not published on this website.
Insights
Related reading.
No articles relating to this service have been published yet.
Planning of this kind depends on legislation in effect at the time and on the involvement of legal counsel. Alternatives are presented with their consequences rather than as assured outcomes.
Information provided through this website is general in nature and should not be considered accounting, tax, legal or financial advice. Professional advice should be obtained for your specific circumstances.
Contact
Start with a confidential conversation.
Tell us what you are working through, even if every detail has not yet been defined. Our team can help determine whether our services align with your needs.