succession & estate planning

succession & estate planning

succession & estate planning

succession & estate planning
To maximise the future value of the business they have built. Whether this is to identify leadership potential in family members or planning an exit strategy, Scott Partners can assist with all your succession planning services, including establishing and implementing a succession plan to protect your business’ future. We can also assist you through the estate planning process and assist in identifying tax opportunities whether this be by way of testamentary trusts or other structures. .

We can guide you through a wide range of other succession & estate planning services that focus on your financial future, including:

  • Retirement planning
  • Risk management advice
  • Small business succession planning
  • Estate planning
  • Wills
  • Power Of Attorneys
  • Asset protection strategies to preserve wealth within families

READY TO DEVELOP THE RIGHT
SUCCESSION PLANNING STRATEGY?

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case study
Case Study

THE CLIENT’S PROBLEM: Catherine and Will Heaton* wanted to start an investment portfolio. However, the size of their home loan and other bills meant that they didn’t have enough money left each month. They didn’t know how could they start investing for the future when they didn’t have cash available.

THE SCOTT PARTNERS SOLUTION: Completion of a free lending review with Scott Partners gave this client the opportunity to review their interest rates , revealing that they would benefit significantly from refinancing their mortgage. Scott Partners referred the Heatons to a lending agent suitable to their needs allowing them to secure a better interest rate and has allowed them to develop a new investment portfolio.

“This process was surprisingly straight forward and definitely worthwhile. Going through this review made us really focus on our financial goals, and Scott Partners and Troy have supported us every step of the way.”

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GUIDE TO WEALTH?

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