Succession Planning

Business Succession

Lifewealth advisors can assist in developing exit strategies in the event that you divest yourself of your business by third party sale, management buy out or by passing your business on to the next generation.

We will advise best structural planning to cover all legal, taxation and accounting issues as well as those arising in the event of succession within the family including:

• Equity between siblings
• Establishing a retirement income stream from the business
• Passing effective control of the business

Asset Succession

We will advise on your asset succession planning to ensure your dependants’ future financial needs are secure.

Developing and implementing an asset succession and estate planning strategy is a complex matter covering:

• Tax effective planning
• Secure retirement income streams
• Family law and asset protection issues

Accordingly, we at Lifewealth will draw on the combined knowledge of the Lifewealth Group and our Strategic Partners to provide full and reasonable advice to fulfill our charter:

• Protecting your FAMILY
• Growing your WEALTH
• Providing PEACE of mind