Ashby Roma and Co Chartered Accountants

Estate & Succession Planning

Maximise future profits, minimise transfer taxes, provides for dependants - does your succession plan do this?

At Ashby Roma & Co we have substantial experience in succession planning, facilitating family solutions for business succession, retirement and intergenerational asset transfer.

Advice on Wills is a critical part of this. For example, are you aware of the potential benefits of including a “Testamentary Trust” in your Will? Can your spouse or yourself maximise access to pension and social security benefits in the event of a death?

Every succession planning situation is unique and we are always mindful of the emotional component involved.  Our approach is to negotiate the issues with sound reason and common sense in the interests of all, with the object of minimizing taxes and duties, maximizing the future success of the business and providing for dependants.

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