fraser nevett

A Will should not be made in isolation.

Succession planning involves looking at your assets and minimising tax and duty that will be payable when they eventually pass to your beneficiaries.

Succession planning examines:

• Trusts
• Private companies
• Partnerships and businesses
• Loan accounts
• Assets held jointly and equally
• Farm management deposits
• Superannuation
• Family home
• The family circumstances of the Will maker and beneficiaries (eg. relationship breakdowns, disabled children)
• Pension circumstances of a surviving spouse or disabled child
• Expected inheritances