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Mediation and estate planning

08 March 2022 / Carl Islam
Issue: 4831 / Categories: Comment & Analysis
Back to the future: 2

Key points

  • Mediation can be used as a lifetime estate and business succession planning process to avoid a dispute following a monumental event.
  • Planning involves specialist tax knowledge so participants should agree to the joint appointment of a single adviser to provide an ‘estate planning report’.
  • Mediation can be linked to the use of family investment companies.
  • In contrast to litigation a participant can use their voice and be heard during a mediation.

Having discussed how mediation works in the first part of this article ‘Back to the future: 1’ (Taxation 3 March 2022 page 13) I will in this second article explain how mediation – or facilitated lifetime planning – can also be used as a lifetime estate and business succession planning process.

If an international business family does not know how to start an inter-family discussion about how to put their house in...

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