Estate Planning & Wealth Management

Balmon Group supports individuals and families with estate planning and long-term financial planning. Services include estate planning, drafting and safekeeping of wills and living wills, and acting as executor for deceased estates. Where clients require wealth management and investment advice, we facilitate access to these services through Anchor Capital (Pty) Ltd, an authorised Financial Services Provider (FSP 39834). This allows investment planning to be considered alongside broader tax, estate and cash flow objectives.

Offerings

Protecting wealth and planning for your family’s financial future.

Estate planning helps reduce uncertainty and manage estate costs, while ensuring assets transfer according to your objectives. We assist with structuring and planning aligned to your personal and family circumstances.

Estate planning to manage estate duty exposure and liquidity needs

Review of ownership structures and beneficiary considerations

Practical planning support aligned to tax and succession objectives

A properly drafted will provides clarity and reduces the risk of disputes and administrative delays. We prepare and safeguard wills and supporting documents as part of a structured estate plan.

Drafting of wills and guidance on clear beneficiary instructions

Preparation and safekeeping of wills and living wills (health care declarations)

Periodic review of wills after major life or financial changes

Administration of a deceased estate requires technical accuracy, careful documentation, and clear communication with beneficiaries and institutions. We provide executorship and administration support.

Acting as executor of deceased estates

Administration support and coordination of required documentation and submissions

Practical guidance to beneficiaries throughout the administration process

Balmon Group facilitates access to wealth management and investment advice through Anchor Capital (Pty) Ltd, an authorised Financial Services Provider (FSP 39834). This enables clients to access portfolio and financial planning solutions that can be considered alongside their broader tax, estate and cash flow objectives.

Personalised investment planning with local and offshore exposure where appropriate

Tax and estate-efficient investment structuring and portfolio reporting

Access to specialist support including retirement products, risk planning, and foreign exchange solutions where relevant

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Let’s work together

Speak to our team about how Balmon Group can support you with professional accounting, tax, audit and advisory services.