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ESTATE PLANNING


We plan and oversee the preservation, management, and distribution of an individual’s assets after death while limiting estate taxes.

Our objective?

To give you peace of mind knowing that what you've worked hard for, will be preserved.

We’ll take care of the complicated administration and tax obligation that comes with administering estates and ensure a smooth transfer of assets to your beneficiaries.

We offer You

  • Advice on Last Wills and Testaments and Codicils
  • Planning the Liquidity of Estates
  • Acting as Executors
  • Administering Estates and Will Trusts
  • Calculating Estate Duty and CGT Liability
  • Acting as Curators
  • Completion of Deceased Estate Tax Returns
Estate planning forms an essential but complex part of personal financial planning. You should carefully consider the way in which your affairs are ordered in an ever-changing financial and legislative environment.

We take into account your personal needs and requirements within the context of your priorities and preferences

A long-standing and personal relationship is the foundation of our expert advice.

Key Contacts
Barry Pogrund
Partner
barry.pogrund@bassgordon.co.za
Albert de Roock
Estates Manager
albert.deroock@bassgordon.co.za
GET IN TOUCH

+27 21 405 8500 | info@bassgordon.co.za
17th Floor, No. 1 Thibault Square, 1 Long Street, Cape Town, 8001

MGI Worldwide is a network of independent audit, tax, accounting and consulting firms.
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www.bassgordon.co.za

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