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Wills and estate planning

Wills and estate planning

Manage your estate assets optimally and make sure that they are distributed according to your wishes when you pass away.

Will and testament

A last will and testament is a legal document that details how your estate should be divided when you pass away. It sets out:

  • who will be in charge of your estate as executor, to carry out its distribution
  • the responsibilities and powers your executor will have
  • who will inherit what property
  • how your property will ultimately be transferred to your beneficiaries
  • if you have minor children: who will serve as their guardian until they become adults

By making sure that your last will and testament is in place, valid and up to date you can:

  • protect your family's financial future and inheritance
  • protect your family against debt liabilities from your business
  • save on estate duty

We can help you to draft your last will and testament, making sure that it meets all legal requirements. Contact an adviser to set up an appointment.

Estate planning

Estate planning involves managing your assets while you are alive, and distributing these assets when you pass away. It considers all of your financial affairs and sets structures in place to manage these most efficiently. Estate planning takes into account:

  • wills: drafting a legally binding last will and testament to make sure that your assets are distributed according to your wishes
  • trusts: forming trusts to manage your assets effectively to the benefit of your beneficiaries.
  • assets restructuring: separating your business and personal interests
  • buy and sell agreements: protecting partners if one partner passes away or is disabled
  • succession planning: making sure that your business can continue to operate if you are no longer there to run it
  • tax: considering donations tax, estate duty and capital gains tax implications
  • offshore structures: evaluating if offshore structures will be to your benefit

We have the expertise and experience to make sure that all your estate planning needs are met. Contact an adviser to set up an appointment and discuss your situation.

find an adviser

With close to 200 offices throughout South Africa and two in Windhoek, quality advice is at your doorstep.
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