"We Make A Living By What We Get, But We Make A Life By What We Give"

Winston Churchill

Estate Planning

KP Fiduciary Solutions will help you with a comprehensive estate plan. This will involve:

  • A comprehensive assessment of your asset base (your estate)
  • A review of your current will
  • An assessment of your current trust and company structures
  • A review of your current investments
  • The projection of the probable estate duty and CGT
  • An assessment of your liquidity requirements (to cover expenses, estate duty  etc.)
  • A summary of the actions required to improve your current estate plan.

This  service can be provided (and charged for) separately or  as part of a greater estate planning service, in which case these fees will be reduced.

Drafting of Wills

KP Fiduciary Solutions offer clients a professional will drafting and will review service.

We feel it critical that clients regularly (preferably annually) formally review their will .

 

Estate Administration

KP Fiduciary Solutions also help to administer estates.Our goal is to finalise estates as quickly and efficiently as possible. We achieve this with a very personal service from a committed team and as we spend considerable effort in simplifying estates  in the planning stages.

 

Accounting and Tax Compliance

KP Fiduciary Solutions also provide accounting and tax compliance services to certain clients.

This service is generally only offered to clients with whom we have other fiduciary relationships.

 

Trustee Services

KP Fiduciary Solutions provide a complete trust service, spanning:

The establishment of new trusts (with the master and SARS)

Serving as a professional Trustee

Providing accounting and tax reporting services