A question frequently asked by our clients is: How can I arrange my assets to the best advantage? This question is especially prevalent for our clients who are selling, buying and investing in assets, whether it is immovable property, foreign property, capital investments or shares in companies.<\/p>\n
Estate planning, in short, refers to arranging your assets in a way that protects the assets as well as avoids the paying of unnecessary Estate Duty or other taxes. As the term suggests, there is a proactive step involved \u2013 you must plan<\/strong> with the options available to you when buying or selling assets.<\/p>\n This of course doesn\u2019t just involve tax benefits, but the estate planning must also allow for the estate planner to still be able to enjoy their estate whilst having access thereto; thus a type of retirement plan to provide for future capital.<\/p>\n During estate planning, flexibility is of the utmost importance because circumstances can change and so does the law. The most important objectives<\/strong> when wanting to plan your estate should be the following:<\/p>\n