- Our Tax & Estate Planning Expertise Include:
Estate Liquidity
Ensure your estate has sufficient liquidity to settle debts, taxes, and other obligations, preventing unnecessary financial burden on your loved ones.
Asset Structuring
Optimise the ownership and management of your assets to enhance their value, ensure smooth succession, and minimise costs.
Tax Efficiency
Implement strategies to minimise your tax liability, ensuring your wealth is preserved and grown responsibly.
Drafting Wills
Create a legally sound will that reflects your wishes, ensures fair distribution of your estate, and provides peace of mind for your beneficiaries.
Related Insights
If it’s been several years since you implemented your disability cover, ensure that your insurer
Many parents—especially those with multiple children—struggle to determine how best to distribute an inheritance. In
In terms of the Long-term Insurance Act, the annuitant may nominate one or more beneficiaries
International markets offer South African investors access to industries and sectors that are largely underrepresented
It’s important to remember that your tax obligations do not end at death. One of
A common and costly pitfall in divorce proceedings arises from improperly worded divorce orders. As
Following on from the above, it’s important that investors accurately declare their over-contributions to SARS
