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Estate Planning

Your “Estate” is simply the total extent of your property and possessions. Estate planning is a service which anticipates and arranges the disposal of your Estate on your death. Optimal Estate planning ensures that:

Fiduciary Services

The word “fiduciary” finds its origins in the Latin word for trust. A fiduciary is therefore a person or body placed in a position of trust in relation to the affairs of another, referred to as the beneficiary.The relationship between them carries the highest duty of care and good faith and is known as a fiduciary duty.

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Reg No 2010/009506/07
Authorised Financial Service Provider:
Licence No. 42238