Estate Planning

A bit more about what Chalford Wealth Management offer.

Estate Planning

The importance of estate planning should never be underestimated. A comprehensive plan should do more than aim purely to save on estate duty and would include identifying your assets and liabilities and their protection.

Succession planning, liquidity in your estate with limitation of tax liabilities together with structuring your will, would be reviewed and taken into account.

In conjunction with Smith Tabata Buchanan Boyes, Attorneys in Fish Hoek, we draw up wills and provide executor services.