Estate Planning

Estate planning takes into account the following:

– Wills: Drafting a legally binding last will and testament to make sure that your assets are distributed according to your wishes when you pass away.

– Assurance: Identifying and providing the need for income and capital for events such as disability, severe illness, retirement, funding the acquisition of a business interest (partnership insurance) and for the maintenance of your dependants in the event of your death.

– Trusts: Advice on which trusts are best suited to your requirements as well as the formation of trusts to manage your assets efficiently.

– Buy and Sell agreements: protecting partners if one partner passes away or becomes disabled.

– Succession Planning: making sure that your business can continue to operate in the event of Death, Severe Illness or Disability.

– Taxation: considering donations tax, estate duty and capital gains tax implications.

– Property: should it be bought in the name of an individual, a trust or a company.

The above are examples relating to the many various estate planning requirements. At Refined Wealth, we have the expertise and experience to make sure that all your estate planning needs are met.