Estate Planning is the process of arranging during a person’s life, for the management and disposal of the person’s estate during his life and after his death whilst minimizing the estate’s tax obligations.

Considering the present global spread of assets of individuals over a diverse geography subject to different tax and succession laws, it is important to plan the smooth transfer of assets to the chosen beneficiaries with minimum tax exposure.

Estate and Inheritance Planning tools include the use of discretionary Trusts, Foundations Wills, Business Succession Plans etc.

Beta Consultants can advise on Estate and Inheritance Planning matters.