Wills, Estates and Trusts

Estate planning, along with tax planning, is an essential part of personal financial planning. Changing personal circumstances as well as a changing legislative and financial environment make it imperative for everyone to look carefully at the way their affairs are ordered.

Estate planning is complex. Overlooking or neglecting any aspect thereof can create problems in the future. To prevent this, BDO has advisers who ensure that estate plans comply with all legal and personal requirements.

At the end of the line, some questions you should ask yourself:

  • How and when should I retire?
  • How can I protect my family financially in the future?
  • What are the financial implications if I or any of my family emigrate?
  • As a family business, how can I provide for those actively involved as well as those who are not?
  • How can I prevent a divorce from becoming a disaster?

Wills - piecing it all together

Is your will up-to-date, reflecting your current circumstances and future intentions? Our specialised staff can review your existing will, deeds of trust and other agreements to ensure that they are fully in accordance with your wishes and, if necessary, effect any changes or arrange for new documents to be drawn up. At BDO, we tailor your planning to fit your unique needs, stressing the features most important to you and including the full spectrum of possibilities - providing for your spouse or partner, protecting children, maintenance of minors and dependents, and taking care of elderly or disabled relatives.

Of course we also make it our business to ensure the tax efficiency of these plans and optimise estate duty savings, within the context of your own circumstances, priorities and preferences.

Contacts:

Area Specialist Email
Area: Cape Town Specialist: Peter Prentice Email: pprentice@bdo.co.za
Area: Johannesburg Specialist: Allan Heynen Email: aheynen@bdo.co.za