by Geoff Gartly | Feb 21, 2021 | Estate planning, Services we offer
Gifting assets to your Family Trust not only protects your assets but is great for tax planning. Many of us establish a family trust for asset protection. Having now established your trust, many ask us how do I get money into the Trust . Fundamentals of a family trust...
by Geoff Gartly | Oct 21, 2019 | Buying a business, Estate planning
We often are asked when a client is contemplating a matrimonial divorce, is will I get to keep my business? I have acted for both husband and or wife over the years in public practice. Its a stressful time for everyone and its full of false hopes, bitterness and...
by Geoff Gartly | Sep 2, 2019 | Estate planning
It’s Never Too Early or Late to Start Saving for the Future Start planning for your future. We help clients to think about today and also tomorrow. Time flies and before you know it you reach another milestone in life. Our aim is to help you plan how you wish to...
by Geoff Gartly | Aug 5, 2019 | Business exit planning, Estate planning
Business Retirement Planning will make your final day in business a day of celebration based on an exit strategy for YOU to enjoy retirement. Bob hung up his clipboard and boots and then walked towards the front of the factory. Rowan who has been Bob’s boss for...
by Geoff Gartly | Jul 19, 2019 | Buying a business, Estate planning
Estate planning for the living! Many of us go through life not thinking about the end. Many of often think do I need a will? Many dont bother! We start life naked with nothing and we end leaving an imprint on this earth that others must follow. None of us know when...
by Geoff Gartly | Apr 26, 2019 | Estate planning
Who takes over my business? If you were running as a sole trader and you die then in most cases your legal personal representative will step in and manage your business. They will be in a position to assess if the business needs to be either wound up, sold or...
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