Asset Protection Advice and Business Exit Planning
Speak to Taggart & Partners about asset protection advice today.
How can we help?
Whether you’re just dipping your toes into an exit plan or have spent the better part of a career developing your business and asset portfolio into what it is today, our asset protection advice can help! Ensuring that your personal and business assets are structured correctly, a well-thought exit strategy has been put into place, and a comprehensive estate plan has been set up is the best way to ensure that your life’s work is protected.
Get in touch with us at Taggart & Partners for asset protection, business exit planning, and for help with developing a comprehensive legacy and estate plan to suit your needs. With a well laid out plan, you can maximise your investment returns, significantly minimise risk, and reduce the amount of tax you are paying now and in the future.
Asset Protection Advice
The way your business is structured affects the protection of your business and personal assets.
Asset protection is often one of the most neglected aspects of personal financial planning. How well your assets are protected depends on the way you structure the ownership of assets, ensuring they’re owned in the right names or entities.
At Taggart & Partners, we specialise in asset protection advice that finds the most appropriate structure to ensure you and your business are well protected. What’s more, you may find that choosing a different structure can reduce the amount of tax you’re paying.
Call us today on (07) 3391 1188 for our asset protection Brisbane service and find out how we can ensure your private family and valuable business assets are adequately insulated from any possible future financial setbacks, family disagreements and/or business failure.
Business Exit Planning
Setting up for moving on.
If there’s one certainty in business ownership, it’s that at some point in the future you will want to transfer your business interests. There are four business exit planning ways in which you can achieve this:
Live now, but plan for
Legacy planning is a topic that few of us like to think about, let alone discuss and plan proactively. As a business owner, a comprehensive estate plan is far more effective than a will in being able to protect your assets, reduce the risk of disputes, and minimise your taxes.
Everything that you ‘own’ including your business, home and super is not necessarily a part of your estate. The business structure that you operate in can have a significant impact on what you actually ‘own’.
Did you know for example, that assets held in companies, trusts and your super don’t necessarily form part of your estate unless you take specific measures to change this?