Personal Solutions
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also a known fact that more than 70% of individuals have either no last will and testament or a version that has been outdated for many years.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
"Remember, diamonds are only lumps of coal that stuck to their jobs."
- B.C. Forbes
Trust Registration and Administration
Trusts, if utilized proficiently and for the right purpose, form an invaluable tool for any investor creating a legacy.
How We Can Help You:
- Registration and administration of Family, Share and Property Trusts
- Tax Planning
- Appointment in the fiduciary position of Independent Trustee
- Risk management and legal support
- Bookkeeping and accounting
- Registration and administration of B-BBEE, Charitable and Special Trusts
- Non-Profit Organization tax advisory
"Long term thinking and planning enhances short term decision making. Make sure you have a plan of your life in your hand, and that includes the financial plan and your mission."
- Manoj Arora
Wills & Deceased Estates Administration
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also a known fact that more than 70% of individuals have either no last will and testament or a version that has been outdated for many years.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.
Do you have a valid Will?
We will prepare a basic Last Will and Testament for you which will address the following:
- Who will administer your estate
- Who will inherit you wealth
"A speculator is one who runs risks of which he is aware, and an investor is one who runs risks of which he is unaware."
- John Maynard Keynes
Entrepreneurial Planning
Although it is true that with growth comes opportunity, responsibility follows too, and with the complex nature of the regulatory framework, coupled with the propensity to further develop, the need for sound professional tax and legal advice is now more necessary than ever.
We at Intergen identify ourselves, first and foremost, as specialists in 'problem-solving', vastly experienced in the management and combined utilization of various business and wealth preservation vehicles.
