The tax structuring for a family’s business and investment portfolio needs careful consideration. In effect, the tax structuring of a family should consider the income tax considerations, capital gains tax impacts, estate + succession planning positions, asset protection opportunities and also the cost of administration.

At Westcourt, we understand that these five competing interests need to be considered together when undertaking the tax structuring of a business or investment portfolio. So our detailed, documented tax structuring advice for each entity created, changed or closed will go over the most relevant issues for the family so that the best tax structure is chosen for a family looking at their current and future needs.