Estate Planning

  • Drafting of Wills
  • Executorships
  • Estate Duty and Capital Gains Tax Calculations
  • Estate Liquidity Assessment and Planning
  • Legacy Planning

We will assist you to implement the best possible structure to protect and preserve your most valuable assists

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 analyse 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 and Bequest to surviving spouse, – 4(q)

Testimonials

Services & Fees

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.

Contact Ultima

Contact us

Physical Address:

73 Kariba St, Lynnwood Glen, Pretoria, 0081

Telephone:

+ 27 12 348 1386

Fax:

+ 27 12 348 3706

Email:

Contact us


Contact info

Physical Address:

73 Kariba St, Lynnwood Glen, Pretoria, 0081

Telephone:

+ 27 12 348 1386

Fax:

+ 27 12 348 3706

Email:

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God Bless and Happy Planning