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ABL private services
Arnold Bloch Leibler’s private client practice offers a comprehensive range of commercial and taxation services, aligned with clients’ overall personal and financial objectives. These services include:
Loans and guarantees, family and domestic partner legislation and a growing list of ‘at risk’ pursuits involving directors’ duties, professional practice risks and underlying business risks, can undermine the capital base of a business and erode family wealth. Arnold Bloch Leibler is experienced in the structuring and implementation of strategies with an emphasis on effective risk and liability management to minimise the risk of loss of family wealth.
Estate planning and implementation
Arnold Bloch Leibler is experienced in the formulation and implementation of appropriate strategies to ensure clients’ testamentary wishes are fulfilled while addressing critical tax considerations and minimising the risk of disputes and family acrimony. We are also highly experienced in representing key stakeholders in disputes and litigation involving estates and trusts, including testator family maintenance claims and other litigation dealing with beneficiary claims.
Business succession planning
Effective business succession planning involves not only the transfer of control or ownership of a business, but also satisfying tax objectives and the requirements of stakeholders so that they are, to the greatest extent possible, fulfilled. Arnold Bloch Leibler has substantial experience in business succession issues, often advising clients in multi-generational family situations. Our wealth management practice has devised strategies for clients whose businesses are going through a transitional phase so that the appropriate control mechanisms and agreements are set in place in situations where either independent managers, or a particular family member, are appointed to run the affairs of the business. We also assist clients wishing to transfer business ownership to specific individuals in a manner that is fair and equitable to all family members and that ensures succession occurs as smoothly as possible.
Taxation planning and advice
With the Australian taxation regime and the regulatory environment governing the inter-generational transfer of wealth being among the most complex in the world, an effective wealth management strategy is vital in protecting assets from the potentially erosive effects of taxation. This is particularly so given the ATO’s continued targeting of high-net-worth individuals and family groups for investigation and audit.
Arnold Bloch Leibler’s reputation in the area of tax is unrivalled. We provide advice about estate and succession planning, the identification of potential tax audit issues, the possible impact of taxation reform programmes on existing succession arrangements and the proactive structuring of assets in an active business environment.
The firm’s extensive experience in dealing with senior tax officers and the vigour with which our lawyers negotiate on behalf of clients ensure we add value and achieve the best possible tax outcome.
A large number of our private clients support various social causes through the establishment of charitable funds and special purpose philanthropic interests.
Arnold Bloch Leibler is at the forefront of this area of law, being widely experienced in planning for charitable giving from the perspective of both the donor and the recipient organisation and assisting in the establishment of special purpose philanthropic entities. Of particular note is our work in establishing private ancillary funds (PAFs), a Federal Government initiative to promote corporate and personal philanthropy. In addition, partners of the firm act as trustees on several client PAFs, and more broadly, advise on the tax-effective allocation and management of charitable funds.
To date, the firm has been involved in the establishment of a significant proportion of Australian PAFs, which provide for a combined potential capital base of hundreds of millions of dollars.