Estate Planning

Make sure your loved ones continue to benefit from your financial plan when you’re no longer here

One of the greatest motivators to grow and protect your money is to be able to provide for your family and loved ones – both during and after your lifetime. The benefits of having a financial plan therefore does not end when you pass away.

We provide ongoing support to your family during and after the winding up of your estate

We provide a specialist estate planning service that ensures your financial plan continues to benefit your loved ones, by ensuring a smooth transition of your assets on your death and providing ongoing, personalised advice.

Your WellsFaber wealth manager will provide support to your loved ones throughout the process of winding up your estate. This means your family and loved ones will have the necessary support. They will know who to talk to if they have any questions about financial matters and decisions they have to make, and will be comfortable enough to do so because they know they can trust our advice. Even if your spouse or loved one weren’t involved in the household finances at all – which can be overwhelming when they must suddenly make decisions – they will have the benefit of a trusted partner to guide them.

Have peace of mind that your wishes will be executed

  • One of the building blocks of a sound estate plan is a valid, unambiguous and up-to-date will.
  • By accessing our expertise, you can be confident that your will meets the necessary legal requirements, while clearly articulating your wishes, giving you peace of mind that the right people will benefit from your wealth and assets.
  • You can also have certainty that your will remains relevant, avoiding unnecessary unpleasantness or conflict between your loved ones because of ambiguities in your will. We regularly review your will to ensure it considers any changes in your life, for example getting married or having a baby.
  • To ensure the continuity of your trust, we can also act as the independent third-party trustee. An independent trustee acts impartially and in the best interests of the trust, and reduces the chances of a conflict of interest between trustees and beneficiaries. Since we understand the professional duties of a trustee, this also means you will have peace of mind that your trust is managed soundly and according to the legal requirements.

Minimise the administrative hassles of managing your trust(s)

  • We provide expert support in managing your trust(s). This includes taking care of all the legislative and administrative requirements. We also review your trust deed to ensure it complies with existing tax regulations, to the benefit of the trust beneficiaries.

Optimise your tax planning to protect your loved ones

  • Growing your wealth throughout your lifetime requires dedication and commitment. The last thing you want is for a significant portion of your wealth to go towards tax payments unnecessarily, instead of to your loved ones.
  • Our tax experts can advise you on the latest tax planning techniques and will keep you informed about ongoing changes.

AUTHORISED FINANCIAL SERVICE PROVIDER FSP 639

We advise. You thrive.