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Let us help you with the expert advice
Estate planning
Planning your estate to ensure it is structured optimally both during your lifetime and after your death. Minimising the impact of costs and taxes on your death.
Estate administration
We help you decide how to optimise your wealth while considering all your beneficiaries and the legacy you want to leave behind. We then execute that plan during and after your lifetime for you.
Estate planning
Estate planning focuses on structuring your wealth so it supports you during your lifetime and transfers smoothly after your death. It includes planning for major life events, understanding the financial implications of death, making provision for related costs and ensuring you have a valid, up‑to‑date will.
The aim is to protect your interests and those of your loved ones through a personalised plan suited to your circumstances.
Structuring assets and ownerships
There are different ways to hold assets in South Africa or abroad, each with different tax and legal consequences. Whether sole ownership, joint names for tangible assets, multiple names for international assets, trusts or companies, key considerations will impact management, protection of dependents, asset security from seizure or changing regulations.
Planning for life events
Marital regimes like whether in or out of community of property or having an accrual in place will determine how assets are distributed during divorce or at death Chnages in family structures, like birth or remarriage means having to update plans to provide for education or to update inheritance plans. Planning also covers sudden incapacity to ensure uninterrupted access to finances.
The financial cost of death
Death carries immediate and long-term financial burdens that must be accounted for in an estate plan. This includes funeral cost, outstanding debt, taxes and estate administration fees. Plan adequately to avoid leaving loves ones with a shortfall.
Having a valid will
A will is the only way to ensure your wishes are followed. Dying without a will can lead to delays, conflict or the government deciding how your assets must be distributed. A valid will must meet legal requirements and should be updated regularly when your life or financial circumstances change. Our specialist team can help you draw up a will and keep it safe for you.
Our estate administration services
Corporate trustee and trust administrative services
We ensure you comply with the relevant legislation and provide an efficient corporate trustee and trust administration service that ensures compliance with legislation. These services ensure that:
You are on top of all legislative changes
You have access to unbiased and professional expertise
All investable assets are managed in terms of the trust objectives.
Your trust is well managed
Wills drafting and safe custody (South Africa only)
Our estate administration and executorship services reduce the administrative burden associated with executing an estate by effecting your wishes without bias.
- Our services:
Draft it to comply with your wishes but within legislative requirements
Write it clearly to avoid ambiguity
Keep it safe for you
Financial accounting and tax compliance
We ensure compliance with the law by compiling annual financial statements for trusts and compile, submit and manage tax returns for both individuals and trusts.
We do the admin for you
You avoid the risk of non-compliance
