Succession planning

In search of tax guidance and support to manage the succession of your rural business? The CLA can provide advice on a range of topics to assist your succession planning, including:

  • Writing a will
  • Guidance on business structures and transfer of control
  • Inheritance tax and capital gains tax advice
  • Support on the use of trusts
  • Making a lasting power of attorney

Explore our variety of resources below. These articles and documents have been created by our experts to make the process go as smoothly as it can for members, keep costs down, and help find a solution that works for you, your business and your family, in a tax-efficient manner.

Find out more about how we can help here and check out our selection of advisory handbooks below.

The latest in the Succession planning campaign