Estate Planning

The reality is that anything can happen and it’s important to be prepared. 

If you plan your estate and how your assets will be distributed or transferred in accordance with your wishes, you can make provision to safe guard the inheritance against third parties and to keep expenses like estate duty and executor fees to a minimum. 

Up to 70% of the working population do not have a current Will in place. 

It’s generally a misconception, that estate planning is only about ‘making a Will’. Its only one of the components of a comprehensive estate plan, other elements such as your your marriage regime, capital gains tax (CGT) and any other relevant expenses and financial position of your estate such as liquidity must be considered in your estate plan, to ensure that the process of winding up the estate is without any complications. 

Complications can include selling assets of the estate in order to gain liquidity if one didn't plan properly.