Estate Planning

By arranging your financial matters while you are still alive will alleviate your loved ones from having to unravel or trace your assets after your death. It allows you to provide clear instructions regarding the distribution of your assets and ensure a smooth transition to your loved ones. We offer estate planning advice which includes tax structuring, the use of trusts, and the mitigation of estate duty. 

WILLS

A Will is a vital legal document that instructs your Executor on how to distribute your assets in the event of death. Not having a legal will can create a delay for your loved ones who may be reliant on income after your passing. In the absence of a valid Will the law of intestate succession will apply, and your assets will not necessarily according to your preferred beneficiaries. 

• We can assist in the drafting of the Will and provide advice to plan your estate.

INTER-VIVOS TRUSTS

The term ‘inter vivos’ means amongst the living. So, this is a Trust set up during one’s own lifetime as opposed to a testamentary trust set up in terms of a Will, which only comes into being upon death. An Inter Vivos Trust is created during the lifetime of a person by way of an agreement (contract) between the founder (establisher) and the trustees (persons appointed to manage the affairs of the trust) for the benefit of the beneficiaries (the recipients of the income or capital of the trusts).

 We can provide you with specialist advice on how to structure your trust to meet your financial objectives.