Estate planning that protects your legacy
Ensuring a lasting legacy and a smooth, tax-effective transfer of your wealth takes careful estate planning. Our independent advisers guide you through the complexities of the South African market.
Every aspect of preserving and transferring wealth
Wills & trusts
A valid will and the right trusts, so your assets pass according to your wishes — tax-efficiently.
Estate tax planning
Analysing your estate’s liabilities and minimising estate duty, CGT and other taxes.
Business succession
A plan for the smooth transition of your business interests to your chosen successors.
Beneficiary planning
The most effective way to distribute wealth to beneficiaries, given their unique needs.
Asset protection
Identifying and addressing risks — creditor claims, disputes — to preserve your wealth.
The Personal Affairs Organiser
A checklist to compile the vital documents and information your loved ones will need — paving the way for a peaceful transition.
Estate planning, done with care
Expertise
Advisers with deep experience of the South African estate-planning landscape.
Personalised
A plan built around your finances, goals and family dynamics.
Holistic
Your estate plan integrates seamlessly with your wider financial strategy.
Ongoing support
We adjust the plan as your circumstances and wishes evolve.