Services offered in partnership
Drafting of Wills
Estate Duty and Capital Gains Tax Calculations
Estate Liquidity Assessment and Planning
Trust and Fiduciary Services
Business Assurance Services (Key Person, Buy & Sell, Share Buy-Back Agreements)
My experience in working with Ultima through a very difficult emotional time was very positive. From day one Gerrit told me that I can relax, all inquiries could be referred to Ultima.
The fact that Ultima was our financial planners and had all the relevant information drastically simplified the process.
Crest Trust, appointed by Ultima as agents, were very friendly and professional. Regina also played a significant role as a mediator to get clear and straight answers to my queries.
This estate was completed within 1 year (except for the credit on the utility bill that is out of their hands), and I believe it is due to open and close relationships. Thank you very much.
When I compare my experience with those of my friends I know that I was privileged to have Ultima as executors of our estate.
Your Estate Planning Calculations:
Do you know if you have sufficient liquidity to finalise your estate?
Will there be Capital Gains Tax or Estate Duty relevant if you were to pass away?
We can assist you to analyze estate liquidity and provide the necessary solutions.
The Estate Duty calculation is complex in nature and therefore we advise that you obtain expert advice to ensure you plan for all possible outcomes:
Means any right in or to property, movable or immovable, including limited rights.
Specific exclusions (Pensions)
- Policies where deceased was the life assured (not owner).
- Property of which deceased was competent to dispose of for own benefit…
Expenses & Liabilities
- Estate related expenses
- Debts and mortgages
- Accrual claim
- Bequest to surviving spouse – 4(q)
Your Last Will and Testament:
Spare your loved ones the potential sheer disaster of not having a will in place and let us assist you to implement a will today.
Interesting read on Why you need a will.
Trust and Fiduciary Services:
We will assist you to implement the best possible structure to protect and preserve your most valuable assists.
Planning & Executor Fees:
A full and detailed Estate Plan start from R 7 500 (Vat included) once off and the final price will depend on the complexity of the Plan. Quotations can be obtained from our office.
Executor’s remuneration: 3.5% calculated on the gross value of the estate (including joint estate) as at death, plus VAT.