"For Every Stage In Life"
As a company, we take the statement “knowledge is power” literally. As such, aside from providing our clients with high quality service for all their fiduciary needs and assisting them in getting their ducks in a row. We are also always looking for ways in which we can equip not just our clients but society as a whole with all the necessary information that is needed in order for them to get their affairs in order at every stage of life.
Explore our ‘knowledge hub’ for all the information and content you need to better understand estate planning, estate administration and the many other aspects of the fiduciary world.
Please click on the level that is most appropriate for you to begin your Estate Planning learning journey.
Introductory resources on what estate planning involves and aims to do.
What are the tools available during estate planning and what purpose does each serve.
A discussion on retirement funds and medical aid upon the death of a policy holder.
Please click on the level that is most appropriate for you to begin your learning journey on Wills.
Basic introductory level to Wills.
Learn about how your marital system affects your Estate and what common pitfalls to avoid when drafting a Will.
At the end of this level you will come out with the legal formalities required to execute a valid Will & How to amend an already executed Will
Find out what the role of Executor is & how you can revoke a previously executed Will
Please click on the level that is most appropriate for you to begin your learning journey on Trusts
What is a trust and how are trustees remunerated.
How is a trust created and what are the requirements?
What are trust instruments and how is a trust administered.
What are special trusts and offshore trusts
Please click on the level that is most appropriate for you to beign your Tax planning journey
Introduction to Tax and the concept of Capital Gains tax (CGT).
We discuss the concepts of -
Estate Duty, Income Tax, Tax residency and how to manage CGT
We expand on Tax residency by introducing the concept of financial emigration for tax purposes. We also discuss the concept of donations tax.
At this level we expand Donations Tax and look at how one can imagine donations tax. We also discuss how CGT is calculated.