Your legacy
We take cognisance of preserving the wealth created and ensuring there is a wealth transfer to loved ones.
Building a Legacy
Will and Trusts
Estate Preservation
Wealth Transfer
Estate and Tax Planning
We cannot emphasise the importance of estate planning. After a lifetime of planning, it is vital to ensure your legacy is distributed as per your wishes.
The plan will encompass the following:
- Last Will and Testament for global assets.
- Ensuring there is sufficient liquidity to meet wishes.
- Testamentary, Inter-Vivos, and Offshore Trusts.
- Estimating, and where possible, reducing Tax, Estate Duty and Estate Administration costs.
