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

 

The Nuts & Bolts

Want to know more about our services?  Whether you are launching, growing, reinventing or exiting - we have the services and the expertise to help you.

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When only the best will do

Our clients are the best in business and we are proud to be their accountants and advisors.  They represent what business is really about - growing, winning, adapting, succeeding.  Here's a few of them...

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Meet The Directors

Jason Sharp
Director
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Chris Browning
Director
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Chen Gaul
Director
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