How do you continue to provide for your family after your death?

A well-planned estate offers numerous benefits, such as securing your family’s financial well-being and minimizing death taxes. It also facilitates the smooth, efficient, and timely administration of the estate, providing your family with much-needed closure. Lucas Estate Management Groups can provide you with personalized estate planning and structuring to meet your unique needs. Our dynamic team of specialists stays up-to-date with relevant legislative changes, ensuring that you receive the best estate planning solution tailored to your specific requirements.

Key components of this service include:

• Taxation and tax planning (donations tax, income tax, capital gains tax and estate duty implications).
• Determining whether property should be purchased in the name of the individual, trust or company.
• Use of offshore structures.
• Succession planning and planning the devolution of your assets and interests.
• Use of assurance in providing income and capital to dependants.
• Business planning, which includes for example the use of buy and sell agreements.