Holistic Estate Planning

Advice and planning in respect of personal and family estates, integrated estate structuring, fiduciary services, entity formation and registrations, taxation, opinions, trusteeships, drafting of documentation and agreements, and other related estate planning aspects.

Featured Insights

Why estate disputes can ruin a well-laid estate plan

29 August 2025
Disputed claims can derail an estate plan; discover how to plan ahead and safeguard your legacy.
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Article

Getting the value right when trading assets for shares

29 August 2025
Ensure the value of assets and shares match in asset for share transactions to avoid unexpected tax consequences.
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Article

Municipal staff may stand for office as councillors

29 August 2025
A Constitutional Court ruling now allows municipal staff to hold political office in a political party, ending the ban that... restricted their political participation.
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Article