Personal Solutions

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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also a known fact that more than 70% of individuals have either no last will and testament or a version that has been outdated for many years.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

Asset 3@4x
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What Services We Provide

Estate Planning:

Bookkeeping and accounting

Deceased estate administration

"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

Family Trust

Share Trust

Property Trust

Business Trust

"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

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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also a known fact that more than 70% of individuals have either no last will and testament or a version that has been outdated for many years.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.

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