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Life Events

Life doesn't wait for you to be financially prepared. We'll help you navigate whatever comes next.

Select your life event

Bereavement & Estate

I've lost a loved oneFirst steps, estate administration, timelinesI've been named as executorYour duties, liability and optionsI've inherited somethingRights, expectations, tax implications

Family & Relationships

I'm getting marriedAntenuptial contracts and marital regimesI'm getting divorcedWill revocation, trusts, restructuringWe're expecting a childGuardianship, trusts, life cover

Wealth & Business

I'm starting a businessStructure, agreements, asset protectionI'm selling my businessCGT, trust structures, wealth preservationI'm retiringDrawdown, estate duty, long-term planning

Cross-Border & Emigration

I'm emigrating from South AfricaTax cessation, exchange control, trustsI'm returning to South AfricaResidency, foreign assets, declarationsI own assets in multiple countriesSitus, double tax, multiple wills

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If you're dealing with an immediate situation - particularly the loss of a loved one - call us directly. We'll guide you through the critical first steps.

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The information provided in our Life Events guides is for general guidance only and should not be construed or relied upon as legal, tax or financial advice. Legislation and regulations change frequently, and the applicability of any information depends on your individual circumstances. Always obtain professional advice specific to your situation before making any decisions.

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