Estate and Succession Planning

Succession planning for your family or business can be a challenging and emotional time. At HMW Group, we believe preparation is the key to minimising the impact of such a personal, unique and sometimes complicated process.

The team at HMW Group takes a sensitive approach to Estate and Succession Planning. We collaborate with you to ensure your family’s succession is maximised from a financial, legal and tax perspective and develop strategies to achieve the best outcomes for all involved.

Committed to helping our clients making informed decisions, HMW Group’s comprehensive and planned approach is designed to meet your circumstances throughout your lifetime, including:

  • Implementation of all legal documentation to effectively support your plan and minimise tax.
  • Utilisation of any existing structures, including superannuation and trusts to deliver tax benefits and asset protection strategies
  • A cost effective strategy that compliments your overall financial plan

estate and succession planning

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Chartered Accountants | Strategic Advisers | Family Office

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