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We are qualified to assist you in the proper set-up and planning of your personal Estate whilst you are still alive.

Some of the benefits of proper Estate planning are :

  • Minimising the payment of the 20% Estate Duty.
  • Planning for sufficient cash to be available in the Estate at death to cover all incidental costs and taxes.
  • Testing of the liquidity of the Estate to avoid the sale of fixed assets in order to finalise the Estate.
  • Setup of an intervivos trust.
  • Setup of a proper Will.
  • Moving high growth assets into a Trust.