ESTATE PLANNING AND WEALTH TRANSFER

PREMIER WEALTH

EstatePlanningStrip

ESTATE PLANNING AND WEALTH TRANSFER

We can help you in channeling your wealth, from domestic and international estate planning to asset protection in complex regulatory environments, including the use of structures such as trusts.

Our fiduciary solutions aim to protect the wealth of our hard working clients. From a simple will to complicated cross border estate solutions, we have the relevant expertise to help you out. Efficient planning can help you and your loved ones enjoy the following benefits:

  1. The accruing or creation of your wealth
  2. The use of your assets during your lifetime
  3. The final division during your lifetime or at your death, to provide yourself and your family with the biggest possible benefit over long term

YOUR WILL BE DONE

Your Will ensures your family is adequately provided for when you are no longer there to provide for them. Any person 16 years of age and of sound mind may draw up a Will. To ensure your final wishes are carried out correctly, your last Will and testament must be clear and unambiguous. Without a Will, efforts will be made by the State to divide your estate fairly, but this will prove to be a time-consuming and expensive task. The execution of a Will requires certain formalities as prescribed by the Wills Act 7 of 1953. Therefore, consult us as your fiduciary specialists to make sure your Will is drawn up in accordance with the law.

PROTECTING YOUR FAMILY AND BUSINESS ASSETS

The structures into which you transfer your assets can have lasting consequences for you and your family. We can help you choose structures and trusts designed to protect your assets and give your family lasting benefits in an uncertain world.

SETTING UP TRUSTS

Whether you need a family or business trust, we have the right solutions for you situation. Our consultative process ensures that even first time creators of trusts are gently guided through the process, and can fully understand the legal and tax process of crafting and managing such structures.

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