Estate Planning

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It is critically important to consider the financial implications in the event of death. Too often families are left with illiquid estates and no direction on how an estate is to be wound up and distributed leaving dependents unable to continue their planned lifestyle.

We believe that Estate Planning should not be dealt with in isolation but considered as a part of your overall financial plan. To achieve this we assist our clients in the following:

  • Calculating and minimising estate duty and estate admin costs
  • Ensure adequate estate liquidity
  • Last will and testament
  • Testamentary trusts to ensure minors inheritances are managed according to your wishes
  • Inter-vivos and offshore trusts