April Special – Estate Planning

April Special – Estate Planning

By Ilhaam Foster (FinServe Legal & Trust │ Senior Trust & Will Administrator)
What is a Will without a Plan? –  April Special

At FinServe, we strongly believe in education (all be it in an unorthodox manner). Knowledge is the equivalent to wealth itself, and to lay a firm foundation based on sound information and advice, is at the very core of our existence. By reviewing your current portfolio, we are able to summarize the manner in which your estate will be wound up, tax to be paid and where you may need to put structures in place in order to minimize risk and maximise estate planning.

For the entire month of April FinServe Legal and Trust will be applying a staggering 30% discount on our Estate Planning Service (T’s & C’s apply).

Despite the date, please rest assure that this is not an April Fools prank!

We feel that the regular review of your estate is very important, and we would encourage you to have your estate reviewed annually to ensure that the structures that you have put in place suits, enhances and compliments your needs.
Should you wish to know more about this special or for more information on our services, please email Almo Lubowski at almo@finservegroup.co.za or Ilhaam Foster at trustcreation@finservegroup.co.za or contact us at our offices on 0860 994 094.

Terms and Conditions: This special will run from the 1st to the 30th of April 2019. All Estate Plans are valid for 12 months. The 30% discount will be applied to the Estate Planning Fee of R5500 (ex vat) however, FinServe reserves the right to adjust the fee based on the complexity of the estate. The service does not include valuations.

We believe that ‘Sharing is Caring’, and therefore we humbly encourage you to share this information freely with your friends and family. If you have any queries, please feel free to contact us on 0860 994 094 or contact the writer directly.

The information contained in this communication and any other communication from the FinServe Group of Companies is subject to our disclaimer which can be read here.

Visit us at www.finservegroup.co.za to experience ‘Unorthodox Financial Freedom’

Forward to Friend
Copyright © 2019 FinServeGroup, All rights reserved.