Succession & Estate Planning


Estate Planning

Ask yourself this question: If I died today, have I taken the appropriate steps to provide for the smooth, effective transition of my business and to protect my family?

Estate planning is a process that allows you to transfer assets to your heirs without unnecessary loss of value.  In basic terms, it is ‘getting your affairs in order’ and it is an on-going process.

Parallax Accounting can help you identify and implement estate plans that will reduce the amount of tax your estate will have to pay upon your death.

Services we offer:

  • Review of current estate planning and estimate of taxes that would be payable
  • Help you restructure your estate plan to make it tax effective


Business Succession Planning

One day it is inevitable that you’ll want to exit your business. 

Parallax Accounting can help you develop a succession (exit) plan that will help your business transition smoothly to the new owner.  By planning your exit early, you can ensure you maximise the sale value of your business in a tax effective way.  This will increase the benefits you will have available for your retirement.  

Services we offer:

  • Help you develop a succession plan to map out how to smoothly exit your business in a tax effective manner
  • Help you develop internal systems and procedures to maximise your business value and prepare it for sale
  • Prepare business valuations 
  • Review your business structure and help bring in new business partners 

If you would like to discuss how we can help improve your business please contact us for a consultation.

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