Estate and succession planning.
Walch In Practice handles the accounting and tax side of estate and succession planning for families and family businesses in Brighton and Melbourne, working alongside your solicitor on wills and letters of wishes. That includes capital gains tax and GST advice relating to estates, and administration of deceased estates.
Estate plans, family business succession and handover structures, CGT and GST on estates, and deceased estate administration.
Plan ahead with usA good estate plan is customised to your circumstances and manages tax liabilities sensibly. We work alongside your solicitor to make sure the accounting and tax side of your affairs is properly dealt with, before and after it is needed.
- Estate plans for families
- Succession planning for family businesses, including handover structures and timing
- Co-operation with your solicitor in the preparation and updating of wills, including letters of wishes
- Capital gains tax and GST advice relating to estates
- Administration of deceased estates
Also under our roof: taxation & accounting, xero, bookkeeping & payroll, corporate & asic, superannuation & smsf, audit & assurance, business advisory, and portfolio & referrals. See all services →