Succession Planning

Posted 30th Jul 2025 in All

Ask the Experts: Should I Set Up a Trust?

Protecting wealth, preparing the next generation, and planning for peace of mind“I have spent 30 years building this business. I do not want it to unravel the moment I step...

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Posted 23rd Jul 2025 in All

Inheritance Tax Planning – How to Keep More in the Family

A Practical Guide to Protecting Your Legacy“How much of my estate will actually reach my family after I’m gone?”It’s a question many business owners and high-net-worth individuals ask as they...

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Posted 16th Jul 2025 in All

How to Pass Your Business to the Next Generation – Without Losing Value

Preserving Business Value Through Strategic Succession Planning Whether your children want to take over or not, a poorly planned handover can destroy business value and cause family friction. You’ve built a thriving...

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Posted 09th Jul 2025 in All

MYTH: “Family Businesses Do Not Need Succession Plans”

“It will all work out – we have always figured it out as a family.” Sound familiar? Whether it’s said at a board meeting or over Sunday lunch, this kind of...

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