Estate & Trust Services
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Estate & Trust Services

Estate and Trust services are essential for securing your financial legacy. We provide expert guidance on the complexities of estate planning, helping you protect your assets and ensure they are managed and distributed according to your wishes. 
  • Certainty in the fulfilment of your wishes
  • Tax-efficient transfer of the control of your wealth
  • Reduced potential for interference from disgruntled claimants
  • Protection for beneficiaries in need
  • Administer of deceased Estates
  • Financial & Tax Planning for retirement
  • Estate planning
  • Registration of companies and trusts
  • Trust registration
  • Acting as the Independent Accounting Officers
  • Accounting up to Trial Balance
  • Completion and Submission of all types of Tax Returns
  • Process and procedure reviews
  • Attending Trustee Meetings
  • Specialised Taxation advice on local Trusts