ESTATE, RETIREMENT & SUCCESSION PLANNING

Retirement Planning:

It’s never too early to start thinking about tax effective retirement planning. At VJR, we conduct effective and successful retirement planning. We can help secure maximum allowable tax benefits and ensure the protection of your assets by simplifying the ever-evolving taxation and superannuation legislation. Our professional and clear advice can proactively pave the way for a smooth sailing retirement. 

Estate Planning:

It’s important to plan for the inevitable. Our empathic approach will assist in the most financially efficient transfer of your assets. Whether these assets are held personally, jointly, in a company, trust or superannuation fund, we can assist in setting up your affairs to ensure the interests of your loved ones are protected.

 VJR in conjunction with specialist estate lawyers will counsel you through the preparation of your will, and help you plan how your estate will be distributed following your death. Assessing an individual’s assets and liabilities, we develop realistic strategies to meet desired objectives, that is, the right assets delivered to the right people at the right time. In family wealth transfer planning, we are able to advise on tax effective testamentary structures that will protect your assets.

Succession Planning:

At VJR, we will assess if your business is viable into the next generation and if so implement a strategic and comprehensive service to minimise tax, safeguard your future income and ultimately enable a secure transition for your business. Factoring in the tax implications, we will work with you to determine the best strategy.

When VJR began in 1950, it had only three clients, – all family businesses. To this day, through careful and professional succession planning these three same family businesses are still clients and flourishing. This shows the experience and expertise we have in this area. Contact us today to begin planning for your future as well as the future of your business.