We have the expertise to assist you draft a will, decide how your estate will be distributed and who will wind up your affairs.

Competitive rates
We care for you

We ensure fair distribution of assets if you own a business.

Safe and secure
Save on Estate Duty

The effect of Estate Duty and other taxes on the estate is minimised.

Peace of mind
Peace of mind

Succession planning to ensure that your business continues to run smoothly.

 

  • What you need to know

    A comprehensive estate plan must address the following:

    • Protection and management of beneficiaries’ inheritances to ensure that assets are not  squandered or misappropriated.
    • Fair distribution of assets. This could be extremely important if you have your own  business. You might, for example, wish to leave the business to those children who show a business aptitude and other assets of equivalent value to those who don’t.
    • The types and ownership of personal assets can be structured in such a way that the  effect of Estate Duty and other taxes on the estate and, by extension, on the inheritances  of family members, is minimized.
    • Succession planning to ensure that your business continues to run smoothly.
    • Adequate liquidity in the estate to meet commitments during the winding-up period.
    • Establishment of living trust structures to protect assets and address Estate Duty.

  • How it works

    1. Draft a will
    2. Decide how your estate will be distributed
    3. Nominate a guardian to take care of any minor children
    4. Decide who (executor) will wind up the affairs of your estate

  • Contact us

    Contact Wills Direct on:

    0860 627 775

    Contact Trusts on:

    0861 238 886

    Contact Estate Intake Centre on:

    0860 110 287

Need more help?

Let one of our consultants assist you.

Contact your Relationship Executive, Financial Advisor or call us on:

0860 040 302