Estate Planning Solutions
Estate Planning Solutions
Regardless of your level of wealth, estate planning is a vital part of your overall financial plan. Planning ahead provides greater control, privacy, and an opportunity to leave more of your legacy to your loved ones. Proper estate planning requires much more than simply drafting a will—it involves complex administrative processes, particularly when beneficiaries are involved.
At Valsen Fiduciaries, we offer specialized estate planning services that streamline the distribution of your legacy and protect your assets for the future. Our holistic approach ensures your estate is structured for both asset protection and tax-efficient succession.
Key Areas of Focus Include:
Tax Efficiency
We efficiently structure your assets to minimize income tax, capital gains tax, and estate duty, ensuring your estate is tax-efficient after your death.
Tax Advice
We review your entire estate, providing tailored tax advice for both local and international assets, so your family and business are not unduly affected by tax obligations.
Exchange Control
When dealing with offshore assets or non-resident family members, our experts navigate exchange control laws to ensure compliance and protection of your estate in multiple jurisdictions.
Business Succession
Our business succession planning ensures the future of your company is safeguarded, incorporating appropriate structures like professional partnerships and buy-sell agreements.
Longevity and Flexibility
We design estate plans that adapt to personal and business changes over time, ensuring flexibility to meet your family’s evolving needs and future legislative adjustments.
Our Estate Planning Services Include:
- Management, protection, and distribution of your wealth according to your specific wishes.
- Guidance on structuring your offshore and onshore assets effectively.
- Set-up and administration of wealth management structures, such as foundations, trusts, yacht and aircraft registrations, and intellectual property.
- Assistance with trust and company structures for inheritance and succession planning.
- Advice on asset purchases, company succession, and business insurance based on your future inheritance goals.
For expert advice on estate planning, contact us today:
- info@valsen-corporate.com
- gm@valsen-corporate.com