Resources & Insights
Practical guidance on succession planning, agricultural law, commercial transactions, and the transfer of wealth — written for families and businesses navigating important decisions.
Featured article
Many families put off succession planning until a crisis forces the issue. By then, the options are narrower, the tax exposure is greater, and the emotional stakes are higher. We explain why early planning is not just prudent — it is essential.
The transfer of a family farm involves legal, tax, and personal considerations that are unlike any other asset class. We outline the key issues — from agricultural relief to tenancy structures — that every farming family should understand.
Capital acquisitions tax (CAT) applies to gifts and inheritances above certain thresholds. Understanding how it works — and how to plan around it — can make a significant difference to the wealth your family retains across generations.
For many owner-managers, selling their business is the most significant transaction of their lives. We walk through the legal stages of a business sale — from heads of terms to completion — and explain what to expect at each step.
An enduring power of attorney allows you to appoint someone you trust to manage your affairs if you become unable to do so yourself. It is one of the most important legal documents you can put in place — and one of the most commonly overlooked.
A farm partnership can offer significant advantages — in tax planning, succession, and the day-to-day management of a farming enterprise. We explain the key considerations when setting one up and what to watch out for.
A discretionary trust gives trustees the flexibility to distribute assets among a class of beneficiaries over time. Used correctly, it is one of the most effective structures for managing the transfer of wealth across generations.
Please note: The articles and guides on this page are provided for general information purposes only and do not constitute legal advice. Every situation is different. If you require advice specific to your circumstances, please contact us to arrange a consultation.
Our articles provide general guidance, but every family and business is different. If you would like advice tailored to your circumstances, we would be glad to arrange a confidential consultation.
