BUSINESS CONTINUITY PLANNING
A well structured succession plan ensures the sustainability of your business against unnecessary income and estate duty taxes.
We assess business continuity plans and liability risk that may befall business owners and key employees.
BUSINESS SUCCESSION PLANNING
Alternate investment strategies with capital guarantee and index gearing.
BUY & SELL AGREEMENT
Access your capital in a phased manner to efficiently minimise tax liabilities.
WEALTH TRANSFER STRATEGIES
Multi generational structuring
Use approved structures to minimise unnecessary income or capital gains tax.
EMPLOYEE RETIREMENT SCHEMES
Combine guarantee and equities to reduce income fluctuations.
Investment portfolios designed around your style of investing.