Trusts and Estates

Estate Administration  
Administration of estates as executors or as agents of nominated executors.

Estate Planning  
Estate planning involves applying the law of property, trusts, wills, future interests, insurance and taxation to ensure an individual's affairs are in order - for his benefit and enjoyment, as well as that of his family, during his lifetime and after his death. The estate planning process should be aimed at:
  •  ensuring the practical implementation of estate plans
  •  minimising administration costs
  •  taking cognisance of legislative changes, and
  •  the protection of minors' inheritances.

PwC can assist individuals and your employees with:

  •  identifying the estate planner’s needs
  •  drafting the estate plan
  •  consultation with regard to wills
  •  formation of inter vivos or testamentary trusts
  •  implementing the estate plan and
  •  determining the liquidity of the estate.

Trust administration  

Trusts are used to secure investments as a complement to overall estate and financial planning.
PwC can:

  •  advise individuals on the formation of trusts as well as the tax and legal consequences of such an arrangement
  •  assist with the formation and registration of trusts
  •  assist with the implementation of the objects of trusts
  •  advise on the administrative requirements of trusts
  •  deal with the day-to-day administration of trusts, including the preparation of annual accounts and tax returns
  •  act as accountants or auditors of trusts, and
  •  provide registered office facilities.