shutterstock_574800325The team at C&D offer a comprehensive taxation based estate planning advisory structure, working closely with our external professional legal firms to supply a comprehensive service.

Global analytic view

We work without our accounting partners to examine the overall position and determine the taxation outcome before delving into the estate planning process. We look at the structures of the family group, ownership and expectations.

The estate planning document

We prepare an estate planning roadmap, articulating the taxation position and working with our legal firms to devise an estate planning solution. This forms the basis of the instruction to the will writers.

Review and amendment

As things change we revise the estate planning process and solution document to ensure that it stays relevant. This generally happens on an annual basis or as when needs arise.

More information? To find out more, give us a call on 1300 023 782 or email team@cdrta.com.au.

Schedule Appointment

The following two tabs change content below.
Craig is the principal consultant of C&D Restructure and Taxation Advisory and has been working in the industry since 1999. Having established C&D Commercial Partners in 2015 the precursor to the current business.

Latest posts by Craig Dangar (see all)

Post Author: Craig Dangar

Craig is the principal consultant of C&D Restructure and Taxation Advisory and has been working in the industry since 1999. Having established C&D Commercial Partners in 2015 the precursor to the current business.

Leave a Reply