Estate Planning and Management

Charles Ghadban Accounting has the expertise needed to assist individuals and businesses with their estate planning. Whether planning ahead for when you’re no longer around to take care of your affairs, or creating a succession strategy for a business, we can provide everything needed to plan and implement estate succession.

Complete Succession Solution

At Charles Ghadban, we have the capacity to not only assist our clients in the creation of a high-grade succession solution but also to implement it if necessary. Our blend of legal, business and financial expertise allows us to provide advice and insight into every aspect of your estate planning process.

Empathetic, Professional Team

If you’ve worked hard to build your business or have invested the best years of your life in creating wealth for your family, we understand that considering how best to distribute and dispose of the fruits of your labor can be difficult, albeit necessary. You can rely on our team to work sensitively and professionally with our clients at every stage of the estate planning process.

Customized Succession Strategy

With a wealth of in-house knowledge and experience at our (and your) disposal, we can offer our clients a wide range of succession options and answers. Each plan is crafted to meet your individual goals, wishes and aspirations. No matter how you want your estate managed, we can come up with a way to help you achieve your requirements.

Adding Value to Estate Planning

If you’re looking for a holistic solution to your estate planning, we have the necessary personnel to advise not only on financial implications, but also the legal, statutory and business consequences of your succession strategy.

Each member of our high-calibre team has been chosen for their expertise and experience in the estate succession field. This ensures every client receives consistently excellent service.

We can deal solely with your estate planning and/or business succession needs, or incorporate the work into a wider consideration of your financial, business and accountancy affairs.

As specialists in complex or challenging succession planning, our team can create imaginative options to deal successfully with tricky circumstances.

We believe that an estate succession plan is a living document. As part of the planning process, we will build in a review process, so if anything changes, the plan can be appropriately revised.

As well as drawing up new estate succession plans, we can also provide remedial assistance with a pre-existing plan that now requires extensive revisiting.

Early Estate Planning Works Best

Although it may seem counterintuitive to begin planning for the end decades before it’s likely to occur, the reality is that the earlier estate planning begins, the easier it is to ensure that the preferred goals are achieved. Some of the processes required to successfully implement a succession strategy may take some time to set up. It may also be the case that some parts of the plan are implemented far earlier than others. Early planning allows time for any potential problems to be addressed. It can also potentially broaden the options that are available to our clients.

Personal Estate Planning

The majority of individuals tend to implement their estate planning through either a will or a trust (or both, in some circumstances). We can work with individuals to:

  • Identify estate planning goals
  • Plan for estate liquidity
  • Put in place tax strategies to minimize tax burden when the estate is realized
  • Assess life insurance requirements and adequacy
  • Implement the estate succession plan

Note that some parts of a succession plan may well be implemented years before death (retirement, for example, is often a point at which part of a plan may be put into action).

 Corporate Succession Planning

There are several options open to business owners when it comes to disposing of their operation. Some of these include: Passing the business on to the next generation, Winding down the business completely, Reinventing the business, Selling the business as a going concern, Facilitating a merger or takeover with another business, A combination of these options. We can advise on the potential financial implications of all of these options, giving you the information needed to make the decisions that are right for each business. If required, we are also able to implement a succession plan on your behalf.


Complete Financial Solution

Estate succession is just one part of a wider range of financial matters that individuals and businesses frequently require assistance with. Charles Ghadban Accounting can provide clients with a complete suite of financial and business services. Using us for all your tax, financial and business accounting requirements enhance the complementarity of the different facets of your financial planning, adding value to the overall management process. 


Dedicated to providing a professional, discreet and effective estate succession solution, we aim to provide each client with the tailored assistance needed for optimal tax efficiency and wealth creation/conservation.

Clear Estate Planning

When you’re not around to take care of your affairs any longer, it’s vital you can be sure that your estate will be disposed of in line with your wishes. We take pride in ensuring both private individuals and business owners that the plans they’ve made will be meticulously implemented by our team.

Share by: