Succession and Estate Planning

In the same way as you should have a proper business structure, succession planning is also vital for your business.

By acting today, you can mitigate the impact of what might happen tomorrow. Loss of revenue, departing owners, legal complications, illness or even death can all affect the operation of a business.

At WMS, our succession planning experts work with you to assess values, structure buy-sell agreements and advise on asset protection.

We also advise on estate planning to ensure your wealth is preserved for future generations. This includes identifying potential tax implications, understanding legal requirements, setting up trusts or wills and ensuring your superannuation fund trustee holds appropriate binding death nominations to increase the after tax distribution to your beneficiaries.

Our goal is to minimize the tax burden and avoid any potential disputes or misunderstandings during the transfer of assets.

With our succession and estate planning services, we aim to provide peace of mind for you and your loved ones.