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Tag: Wills Estates Succession Planning

Succession to the Third Generation

How can the equity succession be managed from the second to the third generation?This is one of an ongoing series of 10 articles on this topic. This article is the…

Succession Planning: Transitioning the Current Generation out of the Business

There are various succession optionsThis is one of an ongoing series of 10 articles on this topic. This article is the sixth in the series, and follows on from Employment…

Succession Planning: Governance, Employment or Equity?

Understanding the distinction between governance, employment and equity in succession to the next generation.This is one of an ongoing series of 10 articles on this topic. This article is the…

Sale of the Business as an Option in the Succession plan

Is a sale of all or part of the business an option to be considered within the succession process?This is one of an ongoing series of 10 legal alerts on…

Coronavirus (COVID-19): Policy in Place with Respect to Wills, Estates & Succession Planning

In line with the Government’s ongoing relaxation of stricter COVID-19 social distancing requirements, we are now able to assist in the preparation of Wills, Enduring Powers of Attorney and Advance…

Succession Planning: How to Bring Non-Family Members into the Business

How to involve non-family members in the business, as employees, managers, or within executive or non-executive board roles.Within the vast majority of family businesses, managerial and strategic decisions are made…

How to Create a Succession Plan

It may not be possible to please everyone, solve every problem or to ensure the buy-in of all parties at the outset.  The aim is to document a succession plan…

SME Tips: Understanding Business Structures for Succession & Asset Protection

Succession planning from a practical perspective for small and medium enterprises (SME). First things first, what is the status of the business? And what are the common business structures?Business Structures…

Do you have Digital Assets? It’s time to re-think your Succession Plan

We live in an increasingly digital world, consider the actions you take in your day to day life – paying for your morning coffee through your watch, streaming your favourite…

Setting up companies and trusts proves a tax trap for winemakers

Winemakers can run into significant tax problems after transferring their businesses to a company or trust structure. While income tax relief may be available on the transfer of the business…

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