Future Proofing your Business
Whatever your family circumstances, or the structure of the business, the key is to have a plan. Doing nothing is not an option.
Estate and Succession Planning is not as simple as just making a Will. The earlier the process is started, the better the chance of fairness, protecting assets, and maintaining family relationships from generation to generation.
Finlaysons can work with you to ensure firstly that your assets are structured effectively for asset protection, tax and ultimately succession purposes.
Have a Will to pass estate assets with the benefit of asset protection, and the correct documentation in place to ensure that non-estate assets, such as control of trust assets and super pass as intended.
10 articles to assist you in having a conversation, preparing and setting up a succession plan: