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Published on 16 May 13
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Your website probably says that you provide estate planning and business succession advice. But what advice are you really providing, and are you doing this in the most cost-effective way? Are there additional services that could amount to a new revenue source for your practice? With an ageing client base, now is the time to get your succession services into order.
This practical paper covers:
what to tell clients about your estate and succession planning services
when is advice “legal advice”?
what is an estate plan?
what is the best way to engage a lawyer?
how to protect your role as the client’s trusted adviser.
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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