Estate Planning and Trusts.

We advise on  structuring your property and affairs to ensure that you are properly guided on bequeathing  a sustainabe legacy to your intended beneficiaries as we assist you to transfer your property and assets in such a way that  your estate passes on  seamlessly even commencing in your lifetime  and devolving   in the most tax-efficient way unto when you eventually pass on.

We will  guide you through proven tax and succession planning  strategies and also cater to issues which could   adversely impact  transfer of wealth if not well managed.These include challenges   in mental incapacity,   unforseen physical impairments,  education endowments, marital breakdown, financial immaturity and providing for disabled beneficiaries.

We are sensitive and concerned that the confidentiality  of your affairs is handled discreetly  as our  private client team provides you comprehensive counsel on your estate planning in diverse faculties  as in:

Wills & Probate

Wills for clients  of various profiles, whether with complex assets or circumstances and/or high-net-worth estates or otherwise as well as Probate Matters in general, including processing and counseling on Letters of Administration, Succession Laws and  Family Laws etc.

Trusts

The incorporation of Trusts within wills and the constitution of those trusts after the demise of the client

Advising on the establishment and implementation  of Trusts including Revocable  Living Trusts(RLT), Interest in Possession Trusts, and Legacy Trusts, issues raised by pre-existing trusts,  cross-border succession etc.

The Administration of Trusts, including advising upon the Tax consequences of estate planning and trusts, and preparing appropriate tax returns.

Power of Attorney 

Where circumstances  give rise to the need for a Power of Attorney, we’d be glad to advise as well as secure our clients’ best interest with durable/ lasting Power of Attorney and or Advance Care Directives(ACD) to cater to health and other challenges like loss of mental capacity, physical handicaps due to accidents or diseases etc.