Business without boundaries

Estate Planning

Whilst never an easy topic, Estate Planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process providing for both business continuity and division of assets.

 

We partner with specialised solicitors and work directly with you to ensure you goals are met.

 

The areas in estate administration that we can assist with include:

  • Meetings to discuss objectives for your estate
  • Confirming assets - valuations, inventories, and appraisals
  • Documentation involved in estate planning – direct liaison with solicitors on your behalf

 

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Jason Sharp
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Chris Browning
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