Retirement and succession planning

Succession planning is an important consideration for everyone in business.

Succession Planning should be considered by everyone in business. Clients faced with diminishing profitability, family law imposts, taxation and capital gains will find succession planning one of the most important issues they will face in business.

What should you do with your business assets when you retire and who will take over their management?

Business and rural property owners are often caught out when they leave their retirement planning too late. At some stage everyone must plan for retirement and hand over control of the business and workload.

Roberts & Morrow has the in-depth knowledge of clients’ financial affairs, personal insights and professional experience to facilitate and develop successful business transfer strategies for the benefit of all members of the business family.


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