Month: July 2024

Succession planning

Preparing yourself, your family and your business for the future

The operational demands of running a family business or other closely held enterprise can be all-consuming, but business leaders must take the time needed to assess their organisation’s business succession planning.

Estate planning and Inheritance Tax

Don’t jeopardise the livelihood of your family and your business partners

Owning a business is time-consuming. Your focus is on managing the day-to-day tasks while growing the business. There’s little time left to think about anything else, especially what would happen if something happened to you. Not having an estate plan in place risks undermining a lifetime of work and jeopardising the livelihood of your family and business partners.