Insights
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A will is important, but it isn’t a succession plan. Family farming and small business families need structured, proactive succession planning to avoid tax traps, conflict and costly surprises. Learn how the 3P’s - Preserve, Protect, Prosper - create clarity and confidence for the next generation.

Succession planning for family businesses starts long before legal documents are drafted. Our Succession Planning PLANNING™ framework helps families get organised, understand tax opportunities and build a clear roadmap for a confident, well-prepared transition. Begin your planning early to protect your wealth and strengthen family unity.