Signature

ESTATE PLANNING

It's essential to review your will throughout your lifetime. 

FAMILY VALUE SYSTEM

Does each family member understand their role and responsibility? 

BUILDING A LEGACY

Are there any future plans for family members e.g. plan to start their own business or live abroad?

SPECIFIC
NEEDS

Are there specific objectives for a family member and what may be the stumbling blocks?

LIFE & BUSINESS COACHING

Will a member of the family require an greater understanding of their future needs?

PURPOSE OF WILL

A well structured Will provides for the efficient transfer of your wealth to beneficiaries so they receive maximum benefits and the efficient administration of your estate.

FAMILY TRUSTS

Trusts can serve a dual function of protecting minor beneficiaries and incapacitated persons and protection of assets against creditors.

TAX 

Effctive estate structuring will reduce unnecessary costs and Estate Duty liability.

LIQUIDITY

Ways to ensure that all liabilities are settled in a cost efficient manner, thereby avoiding the sale of assets. 

STRUCTURE

A badly worded Last Will & Testament may lead to unintended consequences, and even disinheritance of a loved one who your did not intend to disinherit.

FOREIGN ASSETS

Assets held in your name in another jurisdiction will need to be administered by a foreign estate to recognise his right to deal with the distribution of the estate.