ServicesSuccession & Estate Planning

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