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Business Structure & Financing

Our aim here is to provide a structure that is clear, flexible, future proofed and tax efficient.

The services we provide in this area are:

  • Structure Review and Maintenance
  • Trust Administration Services
  • Company Administration and Review
  • Trust Review
  • Wills Review
  • Net Worth Analysis
  • Lending Reviews
  • Due Diligence
  • Buying and Selling Advice

Typically we find clients have structures in place that they either don't understand or have no idea what's in them or what they are for. We try to ensure all clients understand their structures or at least why they have them.

Our reviews and recommendations take a holistic view of the families position thereby ensuring that all appropriate documentation is in place and up to date rather than just the transactional documents at the time.

Our maintenance services ensure those documents are updated where required and remain relevant to current circumstances.

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