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.