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Fiduciary Services
Success Built In A Journey Well Spent
Everest Wealth has collaborated with one of the market leaders in Fiduciary Services to ensure that your wealth is not only protected whilst you are alive, but to ensure that the greatest value of wealth is transferred to those you leave behind.
We provide you with a tailor-made solutions
Our team of professionals has more than 40 years of experience in the areas of financial and estate planning, Will, deceased estate administration and Trust management.
Leave your most valuable assets to those you value most.
Estate & Tax Planning
The term “estate” refers to all assets which are regarded as the property of an individual and also includes those assets which are regarded as deemed property upon their death. The estate is also inclusive of an individual’s liabilities which are deducted from the total value of
their assets upon death.
- Creating a Will
- Limiting estate expenses & taxes
- Establishing a guardian for living dependents
Establishment of Living Wills, Last Wills & Trusts
A trust is an arrangement that allows someone to hold assets for the benefit of the trust beneficiaries.
A trust is mainly created for the purpose of protection of a minor’s inheritance and ensuring
that the founder’s legacy is maintained on behalf of the beneficiary.
There are two main types of trusts:
- Trust between living persons
- Testamentary trusts - created in terms of a will
Independent trust administration & trustee appointment
We assist with the comprehensive administration of Trusts, which includes the following:
- Secretarial and administrative services
- Trust income and expenditure
- Legal and other compliance
- Tax compliance and accounting
Administration of deceased estates
It is of importance that you seek professional advice when drafting a valid Will. This is to ensure that your Will complies with the legal formalities, as set out by the act, and that it makes provision for specific complexities and optimal tax structuring solution.
- Administration of estates where Everest is appointed as executor
- Administration in terms of a Power of Attorney where another person is appointed as executor
Learn more about Everest Wealth capabilities.
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Pretoria Office
176 Vinko Street, Sinoville Corner Centre, Suite 7, Sinoville, 0129
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Everest Wealth Management (Pty) Ltd (2002/004025/07) is a registered Financial Services Provider with the FSCA. Registered FSP: 795 CAT I & II & IIA © Copyright 2020 Everest Wealth Management. Designed and developed by Social Perfection