What does Estate Planning Aim to Achieve?

Through proper estate planning you:

  • Secure the financial wellbeing of your family.
  • Minimise the responsibility and stress that are associated with the administration of an estate.
  • Maximise asset value retention for your family through effective tax planning (Donations Tax, Income Tax, Estate Duty Tax and Capital Gains Tax).
  • Ensure business continuity.
  • Ensure that your will is legally correct, executable and in line with your intentions.
  • Can plan on contentious issues (divorce, children from previous marriages, maintenance obligation, etc.).
  • Will be made aware of and can plan on issues you have not thought off.
  • Provide closure to your family through the smooth and quick administration of the estate.


Contact us for assistance in planning your estate to best suit your needs.