Securing your family’s future.

SUCCESSION PLANNING

A businessman in a suit giving a presentation to a group of four people in a meeting room. The presentation is in front of a whiteboard with a graph and a large landscape painting on the wall.

Our Succession Planning Services include:

  • estate planning

    Documenting wills to protect wealth, consider tax implications, and provide certainty for future generations.

  • family agreements

    Formalising arrangements between family members to clarify ownership, decision-making, succession rights, and dispute resolution mechanisms.

  • Intergenerational Transfers

    Structuring the transfer of farming land and business interests to the next generation in a tax-effective and legally compliant manner.

  • Coordinate

    Establishing testamentary trusts to provide asset protection, income flexibility, and long-term control over farming assets.

  • legal documents

    Preparing and executing succession plans to ensure enforceability and minimise future challenges

Practical planning for

generational farming success.

Four people sitting around a wooden table having a discussion in a conference room.
Download our succession planning overview

Our principal lawyer Tim has a unique perspective when it comes to succession planning, as both a lawyer & farmer. Tim and his family live on their 3rd generation sheep & cattle property and he has recently taken over the management. Tim understands that succession planning involves juggling business interests and asset transfers with family dynamics and emotional connection. He considers the wants and needs of all family members in the succession planning process.

Succession planning is one of the most important — and often most emotional — processes a farming family will face. Whether you're handing the farm to the next generation or planning for retirement, we work closely with families to create clear, fair, and legally sound plans that protect both the farm and family relationships.