Your succession plan

Succession planning is the ongoing process of protecting and preserving your accumulated wealth so that your assets are available for your future generations.

An effective estate plan ensures that you and your family are adequately provided for now, and for many years to come. It involves the administration of your assets for the benefit of your heirs, who are either minors or not competent to handle their own financial affairs. We provide recommendations on these aspects. We also offer advice on structuring your assets to cover and minimise Estate Duty liabilities on your death and account for other expenses, such as Capital Gains Tax.

Need help to draft your will?

A critical requirement of any successful estate plan is to have a valid will.

We make use of the services of a qualified will draftsman. Together, we’ll make recommendations about beneficiary nominations and the distribution of your assets that are not governed by your will.

It’s essential to regularly review your will once it has been drafted to ensure that it considers any changes in legislation or your personal circumstances.