Wealth transition strategies and estate planning that takes into account complex succession issues
Superannuation including appropriate structures for superannuation funds and making binding nominations as part of the estate planning process
Drafting pension terms and including reversionary pensions and dealing with specific succession issues arising from SMSF pensions
Capital gains tax issues
Reviewing family structures to ensure that there is a smooth succession of family businesses, properties and other assets to the next generation and advising on strategies to deal with succession issues prior to death
Preparing businesses for an exit by sale or other means
Preparing wills coupled with testamentary trusts and where appropriate, ancillary documents including powers of attorney and medical powers of attorney
Disputed wills and inheritance claims
Probate applications and deceased estate administration
Restructuring businesses in a tax and stamp duty effective manner to achieve succession planning objectives
Drafting business succession agreements (buy/sell agreements) for businesses with multiple owners/controllers
Private ClientsBack to Sectors
Asset, estate & succession planning
In conjunction with our Tax and Revenue Group, we advise individuals and families on structures and arrangements to secure, manage and transition their wealth in effective ways. We ensure that your assets are dealt with in accordance with your wishes and that family wealth is passed on to the next generation in the most effective manner possible. Cowell Clarke’s private client practice group takes a focused approach to succession planning, structuring, superannuation and asset protection, particularly for high net worth individuals and families.
We are skilled in the preparation of wills, but preparing your will is only a part of our comprehensive range of services. We take the time to look at your asset base and family and corporate structures. We work in cooperation with your advisers (including accountants, financial services consultants, and insurance brokers) to gain a complete understanding of your circumstances and needs. We then assist you to identify your objectives for the ultimate transmission of ownership or control of personal assets, corporate and other entities, self-managed superannuation funds and family trusts.
Our high net worth clients value our discreet, tailored service. We work closely with in-house teams to ensure that succession planning is dealt with in a tax effective manner and with a proper regard for asset protection and family circumstances.