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
Effective 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 may occur.
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.