Succession & Estate Planning

Understanding the needs and objectives of members of any small business is key to appropriate succession and estate planning. McWhirter & Leong and Marsden Business Solutions help you by:

• Identifying needs and objectives of each stakeholder
• Recommendation of appropriate strategies including the taxation implications of each
• Implementation of strategy including instructing legal practitioners on wills, trust documents, company changes and internal agreements
• Regular reviews of plans to ensure continued appropriateness
• Understanding entitlement to government allowances