“Don’t just leave, leave a legacy!” There is no better time to plan your estate distribution than when you still are in control of your assets and your wits.

Specific Planning / Estate

Estate planning is not just for those about to die, or the wealthy ones.

Besides accepting death as a certainty, we must recognize its unpredictability and plan for it.

The benefits of estate planning are many:

  • To achieve speedy probate process and payment of estate duty, thus freeing up your assets.
  • To distribute one’s wealth according to one's wishes and avoid transfer to unintended beneficiaries.
  • To protect the estate against creditors.
  • To achieve family unity and avoid disputes.
  • To obtain the best terms for assets like business ownership.
  • To provide sufficient liquid assets so that real property and businesses and shares can remain intact or be disposed at favourable times.

There are many benefits of preparing a will even if there is no estate duty. Otherwise, your assets will be distributed by a prescribed allocation method under Intestate Succession. (I.e. dying without a will). Do you know that only half of your assets will go to your spouse and the other half to your child (or children)?

You should also consider trusts, but there are many types of trusts so you have to be careful about choosing the right one.

If you are thinking of migrating, you must be careful about how this will affect your estate.

Contact us if you need to know about any of the following:

  • Your current estate net worth
  • Your estate planning needs
  • Writing a will
  • Setting up a trust
  • Insurance plans especially the new nomination of beneficiary rules
  • Gifts
  • Assignment
  • Estate planning for proprietors
  • Estate planning for partnerships
  • Estate planning for shareholders
  • Power of attorney

We work with lawyers and accountants on our panel on your choice. Estate planning is just one of the components of a comprehensive financial plan. We provide planning and advice on protection planning, investment planning, tax planning and retirement planning also.

For more information on the above products and any other financial planning services, please feel free to leave us your contact details and we will get back to you.

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