Accounting, Tax and Compliance at Lineage Group
Supporting large family businesses is not a job for a typical, one-size-fits-all accounting practice.
Our expert accounting, tax, and compliance services come with a deep understanding of your business family's needs and goals.
We’ve also got family offices covered. From consolidated investment reporting to compliance across different businesses, we take care of the details, giving you clarity and peace of mind.
The right set-up for you
Managing your wealth effectively means making complex tax and legal structures work for you.
We’ll guide you through the best options for your family’s wealth and business interests, from trusts to holding companies, focusing on tax efficiency and asset protection.
Comprehensive accounting and taxation services
Traditional bookkeeping can only go so far when it comes to family businesses and offices which is why our accounting services include detailed financial reporting and statement preparation.
When it comes to the end of the year, our tax strategies are not just about meeting obligations; they're designed to minimise your liabilities within the framework of current tax laws.
Call it strategic compliance with a personal touch.
Succession planning
Succession planning is all about making sure everyone is on board with your vision for the family business.
We give you a smooth financial transition through the normal and predictable phases of the business and family lifecycles, supported by expert financial forecasting and budgeting that guide your business and investment strategies.