OUR SERVICES
WHY YOU CAN'T DELAY DRAFTING A LAST WILL AND TESTAMENT
Will Drafting & Revision
It protects the interest of minor beneficiaries through making provision for legal and practical testamentary registration within your will.
You can nominate guardians for your minor beneficiaries.
Without a valid will, legislation will determine who inherits your assets.
We can be nominated as executor and trustee of your valid will.
​A bespoke Will is tailored to complexity and is essential for people who have complicated personal or financial circumstances. This might include:
Blended families (multiple marriages,
step-children)
Business
ownership or complex corporate structures
Foreign assets or property
​​Specific instructions on tax planning or asset protection
Beneficiaries with special needs (requiring a special needs trust)
​It contains unique provisions tailored to your specific intentions, such as setting up specific kinds of trusts (like testamentary trusts) to manage assets over time for younger or vulnerable beneficiaries. Because it's drafted by an expert, it is highly effective at minimizing the risk of a claim against the estate and ensuring all assets are distributed exactly as intended, often saving the estate significant time and money in the long run.
Your life changes, and your Will should too. We provide a complimentary annual check-in to remind you to review your Will and let us know if any updates are needed.
SAFEGUARD YOUR LEGACY
Comprehensive Estate Planning
Estate planning is not a single document but an essential and ongoing process in your financial life, designed to protect and augment your wealth while securing the financial future of your dependents. It is important to ensure your estate maintains financial liquidity as your circumstances change, thereby safeguarding your assets against the significant risk of disposal.
YOU WILL BENEFIT FROM ESTATE PLANNING IF YOU:
Own a business
Are newly married or Partnered
Have a lot of assets or growing your wealth
Have children
Are divorced or seperated
We have technical expertise, proven credentials, experience with complex financial situations, and comprehensive knowledge of wills, trusts, and tax law. Most importantly, we pride ourselves on absolute trustworthiness, demanding discretion, a fiduciary commitment to act in their best interest, and the reliability of a long-term partner.
MANAGING THE ASSETS AND LIABILITIES OF A PERSON AFTER THEIR DEATH
Deceased Estate Administration
This is a critical, legally mandated process. It ensures the deceased's final wishes are carried out and the estate is wound up correctly.
WHAT ARE THE RESPONSIBILITIES OF THE EXECUTOR?
REPORTING THE ESTATE
Notifying the Master of the High Court and other authorities of the death.
GATHERING ASSETS
Identifying, valuing, and taking control of all assets (bank accounts, investments, property, etc.).
SETTLING DEBTS
Paying all the deceased's outstanding debts, taxes, and final expenses.
DISTRIBUTING THE ESTATE
Transferring the remaining assets to the rightful heirs and beneficiaries, as directed by the will.
ACCOUNTING
Preparing a detailed Liquidation and Distribution Account for the Master of the High Court and all beneficiaries.
While a family member can be named Executor, the legal complexities, tax obligations, and administrative burden often require professional assistance.
We navigate the intricate legal and financial processes, dealing directly with the Master's Office, SARS (tax authority), and financial institutions.
We act as an objective third party to manage communications and resolve potential conflicts among beneficiaries. We ensure all tax clearances (Income Tax, Estate Duty, Capital Gains Tax) are handled correctly and efficiently, preventing delays.
If you have nominated us as the Executor in your Will, we ensure a seamless transition from your lifetime plan to the administration of your estate.
TRUSTWORTHY WEALTH TRANSFER SECURITY
Tax Practitioner (Post Death)
We focus on all your tax compliance needs, from day-to-day administrative duties to ensuring tax efficiency and compliance in deceased estates to preserve your legacy.
EXPERT STRATEGIC TAX PLANNING GUIDANCE BEFORE DEATH
TAX-EFFICIENT PLANNING
We advise on minimizing Estate Duty, Capital Gains Tax (CGT), and other potential death taxes.
TRUST CONSULTATION
Rely on advice on the establishment or management of inter vivos (living) or testamentary (will-based) trusts.
FINANCIAL HEALTH CHECK
We ensure all lifetime tax returns (e.g., Income Tax, VAT) are up to date and records are complete.
EXECUTOR NOMINATION
Together, we weigh all your possible executor considerations and work through the practical implications of this important choice.
NEED GUIDANCE TO FINALISE THE TAX MATTERS OF A DECEASED ESTATE?
EFFORTLESS TAX COMPLIANCE
General Tax Practitioner
We focus on all your tax compliance needs, from day-to-day administrative duties to ensuring tax efficiency and compliance.
INCOME TAX
We help individuals or businesses calculate, prepare, and submit their tax returns to SARS to make sure they pay the correct amount of tax and stay compliant with the law.
PROVISIONAL TAX
Professional assistance for those who earn income outside of regular salaries estimate and pay their tax to SARS in advance, so they don’t face a big bill at year-end.
VALUE-ADDED TAX
Includes the registration, preparation and submission of VAT returns, and we ensure you pay or claim the correct VAT amounts according to SARS rules.
EMPLOYMENT-RELATED TAX (EMP)
We help businesses calculate, deduct, and submit employee taxes such as PAYE, UIF, and SDL to SARS accurately and on time.