04 · Estate & succession planning
Look after the people who come after you.
Planning what happens to your assets is one of the kindest things you can do for your family. We help you put a clear plan in place: a valid will, the right structures and a tax-efficient transfer of wealth. For business owners, we plan who takes over.
Estate planning
Your assets distributed the way you intend, with as little tax and delay as possible.
Wills
A clear, valid will so your wishes are followed and your loved ones are cared for.
Trusts
Setting up and administering trusts to protect assets and provide for beneficiaries.
Tax-efficient transfer
Structuring your estate to reduce estate duty, capital gains tax and donations tax.
Asset protection
Strategies that protect your assets from creditors and other risks.
Lifetime giving
Passing on wealth during your lifetime, using the annual donations tax exemption.
Charitable giving
Structuring donations to the causes that matter to you.
For business owners
Your business should outlast your involvement in it.
Business continuity plan
A clear plan for your business if you retire, fall ill or pass away.
Handing over
Preparing family members or new management to take the business forward.
Questions
About estate & succession planning.
When should I start estate planning?
Now. Everyone with assets or dependants should have a valid will, and the earlier you plan, the more options you have.
Do I need a trust?
Not always. A trust suits some families and not others. We will explain the costs and benefits for your situation before you decide.
Other services
- 01
Tax consulting
Returns, planning and SARS correspondence for individuals, trusts and companies.
- 02
Accounting
Monthly bookkeeping, financial statements, payroll and budgets for growing businesses.
- 03
Business administration
CIPC registrations, annual returns, VAT, CSD and B-BBEE paperwork, done right first time.
Start here
Let’s plan for tomorrow, together.
Tell us what you need help with. We’ll set up a free consultation, in person in Mount Edgecombe or over the phone.
Your first visit
- First consultation
- Free
- Reply time
- Within 24 hours
- Office hours
- Mon–Fri, 08:00–16:00
- Obligation
- None