Estate Assets

SERVICE OFFERING

LOCAL ESTATES AND HEIRS

We provide administration, advisory and drafting services on all local estates, which includes revision of ANC’s, estate duty and liquidity calculations and global estate optimisation from a tax and efficiency point of view. Our approach is to ensure the smoothest and quickest transfer of wealth at an optimised tax and cost point of view.

OFFSHORE ESTATES AND HEIRS

In designing an estate plan, offshore assets are considered for inclusion in an offshore will and admin process where required. The drafting and probate of offshore wills and estates are facilitated through strategic partners globally. Often, these estates can be optimised during a client’s life which prevents lengthy delays and unplanned costs.

We also assist offshore heirs with accessing South African assets left to them and expatriating the proceeds.

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