4. Trust Services
Questions about the future of your family, your business and how your assets are to be dealt with when you die need to be answered at the earliest possible opportunity. Failure to find satisfactory answers and have plans in place for implementation of your wishes can have serious and even catastrophic consequences.

Our Trust Service with its highly knowledgeable and experienced staff is ideally equipped to advise you and help you deal with the practicalities of these important matters.
4.1 Wills

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The importance of an up-to-date will can never be overemphasized. Your Will determines how your assets, indeed all that you have built up over the years, is divided amongst those that you wish to inherit. If you die without a will your assets could be distributed in a manner that you would not have wished, even leaving loved ones in dire straits.

We have the knowledge and experience to advise and assist you to draw up a will that clearly reflects your sincere wishes.

Is your will up to date? Are your affairs structured so as to limit and make provision for estate duty and to ensure fair distribution of assets between your children/beneficiaries? Will your children be looked after financially if one of your "what if" questions materialises?

At Aucamp Scholtz Lubbe we have for some time now been providing comprehensive, secure and reliable consultation services relating to wills.

Services we provide

  • Drafting of wills;
  • Revising of wills

Enquiries

If you would like to know more about how we can manage your Trust, Will and Estate, please contact Pieter Aucamp at pieter@asl.co.za.

We will then set up an initial consultation to discuss your specific requirements. Note that there will be no charge for the first meeting.


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4.2 Estates

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Your estate, that is the assets and liabilities you leave behind at your death, needs careful planning during your lifetime. Tax implications need to be thought through and a plan and structures to deal with it put in place, while consideration also needs to be given to the cash situation that will exist following your death.

Let our experts in this field guide you through the intricacies involved and advise you on the best solutions.

We also act as Executors for the administration of deceased estates.

Estate planning is an essential component of personal financial and succession planning and forms part of your tax planning structures. Due to the complexity of financial planning, constant changes in legislation, and ever increasing pressure on personal finances, it is essential that you carefully consider the way your affairs are structured in order to avoid some costly mistakes.

Questions such as How should I protect my family/family business? are important to ask, especially whilst taking a "what if" view.

At Aucamp Scholtz Lubbe we have for some time now been providing comprehensive, secure and reliable consultation services relating to estate planning.

Services we provide

  • Evaluating estate- and tax planning structures and advising thereon from a risk and implementation point of view;
  • Implementing the necessary structures to give effect to an estate- and tax plan and personal requirements and needs;
  • Calculating the cash situation following death.
  • Acting as Executor for the administration of deceased estates.

Enquiries

If you would like to know more about how we can manage your Trust, Will and Estate, please contact Pieter Aucamp at pieter@asl.co.za.

We will then set up an initial consultation to discuss your specific requirements. Note that there will be no charge for the first meeting.

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4.3 Trusts

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As an element of estate planning consideration should be given, depending on your particular circumstances, to placing your assets in a family or so-called inter vivos trust. Benefits can be considerable, not least of which is saving on estate duty.

Establishing a trust requires careful thinking and assistance from advisers who are really clued up about trust affairs. One of our knowledgeable staff can help you to make the right choices and set up a trust deed that serves your purposes.

It is often required that the trustees include an independent person and we are willing to act in this capacity, if so desired.

A family trust is an ideal way to put your assets in a "safe haven". Structuring your affairs in such a way will limit the exposure of assets in the trust to your personal business risks, and is an effective way to minimise or reduce estate duty payable on your death.

At Aucamp Scholtz Lubbe we have for some time now been providing comprehensive, secure and reliable consultation services relating to trusts.

Services we provide

  • Drafting and registration of inter vivos trusts, and revising trust deeds;
  • Acting as corporate, independent trustee for trusts;

  • Enquiries

    If you would like to know more about how we can manage your Trust, Will and Estate, please contact Pieter Aucamp at pieter@asl.co.za.

    We will then set up an initial consultation to discuss your specific requirements. Note that there will be no charge for the first meeting.

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    Contact Pieter by filling out the form below