Succession planning

Succession planning is a hot topic for many of our clients.

In this episode, Leonora and Mike are joined by Peter Harker, a fellow partner in our Land and Rural Practice Group, to discuss the importance of succession planning.

In addition to outlining the practical matters to consider when passing on wealth and assets to the next generation, they discuss:

• Why we initiated the report and our key findings,
• The added complexities for landed estates to keep in mind, and
• How to navigate the challenges of succession with the right planning in place.

As revealed in our report, with $100 trillion set to be passed down to millennial and Gen X heirs over the next two decades globally, there’s a lot of scope for tax planning.

For further insight on how we can help support you through this process, read our succession survey report.

Read our related articles:

• Business succession planning
• Gifting property to children
• Gifting money to grandchildren