effective administration of their estates whilst protecting the interests of their heirs.
By employing the discipline of structuring your affairs effectively from an early stage (before it gets too expensive to make changes to your financial situation) and by remaining up to date on any developments in the tax laws, one can effectively structure your estate to limit the ultimate tax payable by your estate to the minimum.
It is often necessary and in the best interest of a client to collaborate with investment and insurance brokers to ensure that a client’s assets are working efficiently for him/her and that their estate will have sufficient liquidity at their death to pay any amounts due at such time. As a result of our relationship with these experts, we are able to negotiate reasonable rates of compensation in respect of the services rendered by them.
As part of the estate planning process we are able to incorporate a clients’ wishes in a Will.
Give us a call:
011 672 1144
The Works, 354 Ontdekkers Road
Florida Park, Roodepoort