Slide Estate-TaxBack HELPING YOU GET YOUR TAX BACK

Stratfin Solutions has partnered with Capital Legacy

YOUR LAST WILL AND TESTAMENT

Its very important to have a valid Will. Make use of our service we come to you and create a personalised will for you and your family. Its a complementary service. A Will is the most important document you will ever sign. Don’t be caught without one – do it NOW for your family and loved ones.

  • You have no say  – You cant decide who inherits your money / Estate.
  • Loved ones excluded– Your Partner may be left with nothing if you are not married or your Will is not updated from a previous marriage.
  • Government in the drivers seat – Your Children’s inheritance could pass to the Government Guardian’s Fund – who knows what will happen there?
  • Family Conflicts – Family arguments invariably happen when your wishes are not documented in a Will.
  • Wasted Time – Winding up your Estate can take years without a Will, as the government is in control of the process.

50% discount on costs for Corporate clients and their staff

(50% discount on : Executor fees , lawyers transfer fees, trusts setup for kids)
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TOP 5 CONSEQUENCES OF NOT HAVING A WILL

  • You cant decide who inherits your money / Estate.
  • Your Partner may be left with nothing if you are not married or your Will is not updated from a previous marriage.
  • Your Children’s inheritance could pass to the Government Guardian’s Fund – who knows what will happen there?
  • Family arguments invariably happen when your wishes are not documented in a Will.
  • Winding up your Estate can take years without a Will, as the government is in control of the process.

TOP 5 IMPORTANT COSTS OF DYING

  • Executor fees – You need a professional to wind up your Estate. Professionals cost money and executors can charge up to 3.5% + VAT of the value of your Estate in order to do the work. This could be hundreds of thousands of Rands
  • Immediate expenses – When you pass away, your bank accounts could be frozen and your family could have limited access to money.
  • Testamentary Trust fees – If you are leaving an inheritance to minors, you need to set up a Trust upon your death in order for them to inherit your assets.
  • Monthly living expenses – Estates can take months, if not years, to wrap up and families mistakenly assume their Estate will pay the monthly ongoing expenses – rental, food, clothing etc
  • Taxes – Most people leave their entire Estate to their Spouse, but if both of you pass away and your Children inherit everything, additional taxes are triggered.