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Estate Planning



Efficient estate planning comes as a result of a careful evaluation of your assets, tax residency, family considerations and succession planning strategies, among other factors.

The purpose of estate planning is to ensure that your wealth is protected and passed on to your chosen beneficiaries and future generations in the smoothest and most efficient way possible. To achieve this, the T&F Group brings together investment, fiduciary, and tax planning expertise.

T&F Group can help you safeguard your wealth and arrange for safe inheritance solutions. Through our group companies and International network of trusted advisors, we can offer first class planning and implementation services, in the safest and most discrete way possible.

Our estate planning services include:
  • Drawing up and reviewing your will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trusts
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

 



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