An effective estate plan not only encompasses a plan to transfer your wealth in a tax-efficient manner by minimizing tax liabilities in the form of Estate Duty, Capital Gains Tax and Transfer Duty but also includes the effective transfer of value to the beneficiaries on a timely basis. These are critical and complex areas to understand and plan effectively.
Our experience and services include:
- Administration of deceased estates
- Executorship services
- Drafting of Wills
- Using Trusts as our estate planning vehicle
- Drafting Letter of Wishes