Insights
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Family businesses using discretionary trusts should review the proposed 30% minimum tax before considering restructuring. Understand the tax, duty, legal, finance and succession implications before making a move.

Family business planning 2026 is less about urgency and more about intention. As the cost of inaction rises, clarity around succession, tax and ownership matters more than ever. Here’s how families can move from drift to deliberate decisions — and why an annual review is the right place to start.