Estate Planning

Estate planning is not a subject the majority of individuals or families want to address, however if it is addressed early in our lives, we leave behind a predictable financial outcome for our families which has been tailored to the family's needs and maximising the value of the estate after South African tax laws and estate duties have been settled.

For your peace of mind, let me assess your present situation and compile a plan which will protect your assets and limit the impact of estate duty, income tax and related expenses on your estate, so you can leave behind a legacy that ensures your family are as comfortable and secure as can be expected under the circumstances.