We take cognisance of preserving the wealth created and ensuring there is a wealth transfer to loved ones.

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.