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Dinner in Restaurant

Farm Succession

I talk to Ian Mortley from WLW Group about what you need to be aware of when planning your farm succession.

A couple of questions to help you plan your succession:

  • Are you relying on your will, or do you have a documented succession plan?

  • Have you discussed succession with your family or financial advisor?

  • Are you and your successors aligned about the future direction of the family farm?

  • Is it a clear direction for your successors and their families?

  • Do you have sufficient off-farm assets to fund your retirement?

We assist farming businesses with the succession plan and have a detailed plan workbook and questionnaire to help guide you in the right direction.

If you need help with your succession planning, please book a meeting.

Ian Watson

Director | WLW Group



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