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Succession Planning to Future-Proof Your Legacy

A multidisciplinary approach to protect businesses and families

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Safeguard Your Family Wealth

Effective Succession Strategies

Minimise Tax Burden

Life is full of the unexpected.

The death of a family member or business partner is not an easy matter to discuss or plan for.

But there are few things more stressful to navigate than an unclear succession or legacy plan. This can result in family and business disputes, unforseen taxes, high administration costs, and litigation.

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  • Succession planning

  • Estate planning
  • Wills
  • Enduring Powers of Attorney
  • Estate administration & litigation
  • Family agreements
  • Tax effective planning
  • Asset protection
  • Intergenerational wealth
  • Business transfers

How Capital Five

helps your planning

Protecting wealth
and assets

Get effective business structures and tax effective solutions to safeguard the wealth of your family.

Creating a shared vision
for the whole family

We work with families in a sensitive and confidential way to align family objectives and protect future family interests.

Managing complex
risks

Our multidisciplinary approach ensures your succession planning will align with your wider estate planning, asset protection, and tax optimisation.
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How Capital Five

partners with you

We invest the time, upfront with you, to thoroughly understand your objectives, concerns, business interests, assets and risks

We problem-solve with you to secure and safeguard your business and family’s future

Full confidence that your legacy is protected by making the right future plans for business and family
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Gain peace of mind knowing that the future of your family is taken care of.

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