We offer a unique service-oriented planning concept, which addresses the clients' financial needs in a personal way, by professionally qualified planners and assistants. Gariep Investments & Financial Planners offer the following services: Estate planning of wills and registration of trust

 

ESTATE PLANNING

This is a planning process that focuses on the client's financial position with regard to its will, property, trusts, insurance, income tax, estate duty and capital gains tax to achieve certain financial goals. Key Components An estate analysis includes the following components:

 

• Testament:

The preparation of a valid executable will is essential. As a result, assets can be distributed to heirs, as well as unnecessary estate costs.

 

• Trust:

With the establishment of a trust, estate growth can be limited and assets protected against creditors claims.

 

• Asset restructuring:

Structuring business interests apart from personal investments

 

• Purchase and Sale Agreements:

Protection of partners in the event of death and disability

 

• Successor planning:

one-man business succession processes

 

• Tax:

Gifts, estate and capital gains tax

 

• Foreign structures for South African residents