Family Tax Strategy

Having worked hard to accumulate your family's wealth it is important to plan for your succession to ensure your family's assets are protected and their future planned for.

Complete these 20 questions (it should only take you 3 minutes) to identify from 6 factors the top 3 areas that are working well and top 3 areas you need to work on to improve your family tax strategy. If completing on your mobile phone ensure it is held landscape for ease of use.

You will be presented with your results immediately after clicking 'Submit' at the end of the diagnostic. You will also be sent a copy of your results to the email address supplied.

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