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