Authorised Financial Services Provider · FSP 862

Services

Fiduciary Services

Guidance to help ensure your wishes are met, your loved ones are cared for and your prosperity can continue across generations.

It is important when thinking about your legacy to ensure that your wishes are met and that your loved ones are taken care of and can build on your prosperity. It is, however, a complex process requiring correct and appropriate guidance tailored to your specific needs.

Estate planning includes a complete analysis of your current circumstances, personally and professionally, taking into account the result you want to enjoy during your lifetime and the expenses your estate may face after your death, such as estate duty, capital-gains tax, executor’s fees and other expenses.

To avoid placing your family under unnecessary pressure after your passing, we offer executorship services to ensure your estate is wound up timeously and effectively in terms of applicable laws and regulations.

Wills

Clear instructions that support the efficient distribution and protection of your estate.

Estate Planning

An ongoing process aimed at financial stability and the protection of assets against estate duty and capital-gains tax.

Trusts

A structure that can help protect wealth for future generations across property, investments, shares and other assets.