Succession & Estate Planning
Protect what you built for the next generation.
Hand the business on without the tax bill or the family fallout.

The Problem
Where this usually goes wrong
You built the business over decades. Pass it on without a plan and you can trigger capital gains tax, stamp duty and disputes that split families. Most owners put this off until a health scare or a buyer forces it. Plan early and you decide how it goes.
16%
of small business owners have a documented succession plan (Vistaprint, 2026). We help you make sure yours is one of them.
Did you know?
A will alone may not determine who receives assets held in a trust or super fund. Your ownership structures and estate documents need to work together, so we coordinate the tax considerations with your legal advisers.
What we do
Business succession planning
Ownership transitions
Estate tax planning
Succession planning
How it works
From first call to ongoing delivery
We work through who will take over, how ownership will change and what the tax implications could be. Alongside your lawyer and other advisers, we help build a practical plan that reflects your business and family priorities.
01
Discover
02
Diagnose
03
Design
04
Deliver
Step 01 / 04
Discover
We start by listening. Your goals, your business, and what success looks like to you, so we both see where you are and where you want to be.
Goal-setting workshop
Review of your current setup
Clear scope & expectations
Outcomes
What changes for you
A clearer handover and fewer unanswered questions. Your business and family priorities reflected in the plan. More control over what happens next.

FAQ
Common questions
Ready to get Succession & Estate Planning help from Ethos?
Claim your complimentary, no-obligation consultation with Ethos Advisors & Accountants.
