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Wealth
management
Planning
and managing your long-term wealth can have a host of legal and
tax implications. At PKF, we can assist you with your:
Personal
financial planning
Inflation, education and medical costs are just some of the personal
financial challenges you face and each of these issues varies according
to your circumstances. By working closely together, we gain a comprehensive
understanding of your needs and can structure and administer the
most appropriate tax strategies, retirement and estate planning
and general financial matters for you.
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Estate
planning and administration
Efficient tax planning and the protection of your beneficiaries
are just two advantages to having a carefully developed and well
planned estate plan. Our comprehensive knowledge of estate planning
and administration can assist you in reaping estate duty benefits
and other long term tax and social benefits.
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Will
and trusts
At PKF we review and advise on wills and trusts, prepare estate
accounts and trust financial statements (including liquidation and
distribution accounts) and liaise with the Master of the High Court.
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