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Financial planning

Overview

Speak to us


To speak to us, call us on

087 736 3555

or email us at

fiduciary@fnb.co.za

Factors to consider


An estate plan should be reviewed if there has been a change in your circumstances. This includes

  • Recently got married, divorced or widowed
  • Had a baby, adopted a child or became a grandparent
  • Potential purchase of assets
  • Potential sale of an asset or assets which are bequeathed in terms of your will to an heir
  • Experienced a change in your personal or financial situation
  • Change in legislation e.g. the budget speech made by the Minister of Finance
  • Acquisition of a new business - succession planning is crucial

Estate planning can


  • Ensure that you and your loved ones not only derive maximum benefit from your assets during your life time, but also provide for the maximum transfer of wealth to the next generation
  • Analyse your personal financial position and serve as a guide to achieving the ambitions you might have for your beneficiaries
  • Create liquidity for the payment of anticipated liabilities that may arise when you pass away, such as executor's fees, estate duty and capital gains tax
  • Ensure that your estate is administered efficiently
  • Minimise costs that may be payable
  • Ensure that the future growth of assets is not limited
  • Protect assets

Estate planning


Our FNB Fiduciary specialists have the required knowledge and skills to help you to set up your own estate plan.

Why you need estate planning


Estate planning can

  • Ensure that you and your loved ones not only derive maximum benefit from your assets during your life time, but also provide for the maximum transfer of wealth to the next generation

Factors to consider


An estate plan should be reviewed if there has been a change in your circumstances. This includes

  • Recently got married, divorced or widowed
  • Had a baby, adopted a child or became a grandparent
  • Potential purchase of assets

Getting advice made easy


Qualifying criteria


South African citizen or permanent resident

Documents needed


South African ID book/card


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