+27 (0)21 200 0407


Succession planning ensures your dependents are taken care of and your personal financial affairs are dealt with efficiently and cost effectively in the event of your death.

Your last will and testament forms the framework to implement your wishes in this regard, as it specifies how you want your estate, namely your assets and debts, to be dealt with after your death.

It should be set up in a tax-efficient way to benefit you during your lifetime and your beneficiaries thereafter. This entails ensuring there is sufficient money to cover any debts and providing income for your dependants.

If you do not have a valid will and you die intestate, the laws of intestate succession apply. This means the law of the land will designate beneficiaries according to specific kinship.

If you do not have a current will, please inform us so that we can assist you in this regard, as it is vitally important for estate and succession planning purposes. We also review your Last Will and Testament annually, or as and when your circumstances change.

Contact us to speak to a financial planner.


T: +27 (0)31 940 0470

Cape Town
T: +27 (0)21 200 0407

T: +27 (0)31 940 0470

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