Wills, Trusts & Estates

Caring for your assets - and the future

Establishing the best legal structure for your personal and business interests ensures that your future financial well being has been taken care of.

Our Wills, Trusts and Estates services ensure that your assets are protected during your lifetime, while planning ahead to prepare for your survivors after your death. We also advise you whenever new rules and legislation necessitate changes in your affairs.

Wills and Estate Planning

None of us like to think about death. But knowing that our dependants are as financially secure as possible does assure us that we’ve planned for the inevitable.

It’s also worth remembering that, with increased life expectancy, circumstances and family structures may change over time.

Effective estate planning need not be complicated, although arranging it as early as possible is always advisable. We can advise you on how to make your estate as tax efficient as possible.

As executor of your will we undertake to settle your estate for your beneficiaries promptly and efficiently – with a sensitivity that befits such a difficult time for those left behind.

We have been looking after the last wishes of our clients for over 30 years - the majority of them coming through personal recommendations, or from beneficiaries themselves who have been so pleased with the service we have provided at such a difficult time.

With so many South Africans living overseas these days, it’s worth considering if anyone in your will may be residing outside South Africa at the time of your death as exchange control regulations can prolong the distribution of your estate significantly. Therefore, part of your estate planning should be to give consideration to overseas beneficiaries, who may be required to register as emigrants with the South African Reserve Bank.

Trusts

We can help you to set up a trust and administer it into the future. We are always available to assist you where changing legislation requires you to make amendments.

Money Market

Our Money Market service, established for over 30 years, administers clients’ funds on their behalf. We ensure that clients earn competitive rates on call or fixed deposit.

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