At Accountancy Group Services, we understand that no
two families have the same dynamics. Family owned businesses
and investments are the engine room of the economy.
Too often family groups are finding they are either
being overlooked as too small by the larger firms, or
are too complex for smaller firms.
There are three key areas that a family group requires
· Family business & investments
· Deceased estates
FAMILY BUSINESS & INVESTMENTS
Family groups want to know their options. Our proven
experience in advising families means that you will
be asked all the right questions, provided with a clear
understanding of all your options and their pros and
cons. Then you can make an informed decision as to your
Upon the death of a family member a chain of events
are set in motion. To administer the estate effectively
you need expert advice. We work closely with the solicitor
and executor of the estate to ensure an optimum tax
The tax laws surrounding deceased estates, and the
responsibilities and opportunities are complex. A focus
on the capital gains tax issues is critical.
Marriage breakdown raises many tax issues as the parties
seek to separate assets such as business interests,
property, superanuuation, shares and the family home.
We communicate directly with your solicitor to ensure
nothing is left to chance.
Our expert advice in divorce matters will provide you
with the tax solutions you need to enter into an equitable
agreement. Without it you risk an unexpected tax liability
that has not been negotiated or provided for in the
agreement. Although it may seem as a straightforward
swap of assets between the parties, careful attention
to restructuring is required.