Estate Planning


Estate planning is probably one of the most important aspects of a financial portfolio but also one of the most neglected, mostly because people are unaware of all the different aspects that contribute to estate planning. From the average Joe that works for an employer to the avid business owner, should make sure that their affairs are in order. Estate planning in South Africa have many different regulations to be considered, i.e. estate duty tax, executers fees, inclusions & exclusions, donations etc.”

An estate plan lends peace of mind and provides that financial goals are met for your loved ones.

Tax on Estate

Estate tax can be very complex depending on the estate being handled, it is therefore very important to understand and get proper assistance putting your estate plan together.

Don’t make a permanent decision for your temporary emotion.


Fill out the form below and one of our consultants will call you back.