Estate Planning

Estate Planning is the optimal management of your estate assets to make sure that they are distributed according to your wishes when you pass away…

Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death.

“A well-constructed estate plan allows an individual to decide who will benefit from their estate”.

It can also make provision for the protection of heirs and dependants via the use of testamentary trusts or other means.

Estate planning aims at reducing taxes such as capital gains tax and estate duty and ensures enough liquidity to realise the objectives of the deceased and to pay all relevant taxes and fees.