OUR APPROACH
We Offer A Total Estate Planning Solution
Effective estate planning requires a unique blend of always looking at the big picture (the helicopter view) while being very deliberate and meticulous about the detail.
The high level focus ensures that the planning remains focused on the needs and objectives of the family and that the planning integrates properly into the broader financial planning (e.g. investment portfolios).
- The attention to detail on the other hand ensures that we:
- Design a structure that actually works for the family (e.g. the needs of the family are met as intended).
- Design and maintain a flexible structure.
- Always comply with all relevant legislation.
- Optimise the overall structure (e.g. in terms of income tax).
- Minimise other taxes (e.g. CGT or estate duty).
We firmly beleive that one must approach estate management holistically, and that this ultimately requires one to explore every facet of the clients financial world, including a critical review of the investments
We also believe that effective estate planning is almost a never ending process, and as such often takes many years to fully implement a complex estate plan (e.g. the capitalization of a trust and the migration of wealth from own name to a trust).
OUR ESTATE PLANNING PROCESS
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.
