Estate Planning
We will assist you to implement the best possible structure to protect and preserve your most valuable assists
Estate Planning
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:
Dutiable Estate
Property
Means any right in or to property,
movable or immovable,
including limited rights.
Deemed Property
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)
Note:
Specific exclusions (Pensions)
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 starts 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.
Partners
