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Estate Planning

As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing that your hard earned assets will be dealt with in the manner you choose.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for seamless business transfer and continuity.

All estate plans require carefully prepared and structured documentation to ensure your needs are met. At TBM Accountants we are experienced in estate planning and can help prepare estate or succession plans for your business.

Specialise In

Business Types we particularly specialise in are:

  • Property Development & Investment
  • Consulting & Professional Services
  • Engineering
  • Franchises
  • Construction
  • Manufacturing
  • Hospitality & Tourism
  • Medical & Dental
  • Legal
  • Retail

However, we are happy to help any type of business achieve success and profit

Solutions

For all of the above
we offer workable solutions explained and worked through with you hands-on in a language that you understand. We listen to what you want and tailor our advice and solutions to your circumstances.

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