Estate Planning

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If you were to become incapable of handling your affairs, control of your assets could revert to a person appointed by a court. An Estate plan can help you; it is an effective tool to structure your assets in a tax-effective manner and ensure your assets are distributed according to your wishes.  

An effective Estate Plan will,

  • protect assets from 3rd party claims

  • manage the interests of vulnerable beneficiaries

  • support the surviving spouse and family

  • assure the continuation of a family business

  • protect the inheritances for the beneficiaries

  • provide protection from creditors

  • assist a family to manage the proceeds of the estate in a tax-effective manner  

  • minimise taxation for the estate and the beneficiaries

Our degree-qualified financial planners will help you establish an Estate Plan in consultation with our legal team that best suits your individual needs.