Estate & Trust Planning
We help individuals and families plan their estates to minimise estate duty and ensure a smooth transfer of wealth to the next generation. Our team advises on wills, trusts, donations tax, and capital gains implications of estate planning. We also assist executors with the administration of deceased estates, including SARS clearance and Master of the High Court filings.
What's Included
Estate duty planning and optimisation
Inter-vivos and testamentary trust formation
Donations tax planning within annual exemptions
Capital gains tax rollover advisory
Will review and recommendations
Deceased estate administration support
SARS estate clearance and tax compliance
Master of the High Court filing assistance
How It Works
Estate Review
We review your current estate structure, assets, liabilities, and existing will to understand your financial position.
Tax Analysis
Our team calculates potential estate duty, CGT, and donations tax exposure and identifies planning opportunities.
Structure Recommendation
We recommend an estate plan including trust structures, donation strategies, and life insurance considerations.
Implementation Support
We work with your attorney to implement the plan and provide ongoing tax compliance for trusts and donations.
Pricing
From R4,000
Exact fee depends on complexity. We provide a fixed-fee quote after an initial consultation.
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