Estate Planning
Estate Planning
Our holistic and professional approach is targeted to benefit the ultimate beneficiary, the individual. It is a know fact that many individuals are investing and conducting business in their own names, unaware of the risks. It is also a known fact that more than 70% of individuals have either no last will and testament or a version that has been outdated for many years. As part of our wealth preservation support services, we are here to help you get your affairs in order.
How We Do This
- Through asset protection and the utilization of wills, coupled with trusts and companies to hold assets and to trade independently of the individual.
- Through tax efficiency and the utilization of wills, coupled with the proper planning of the collective tax affairs of the individual, the trusts and the companies.
- Through financing optimization for those individuals, trusts and companies wanting to utilize 'other people's money to create wealth'.
What Services We Provide
Estate Planning:
- Trust registration and administration
- Tax planning, submissions and disputes
- Risk management and legal support
- Drafting of your Last Will and Testament and Living Will
- Family Succession framework
- Tax and legal guidance on life-changing events such as marriage, divorce and the birth of children.
Bookkeeping and accounting
Get In Contact With Us Today
