Estate Planning

Estate Planning

Developing techniques for wealth transfer and asset distribution in estates.

How We Will Help You:

We understand the importance of safeguarding and nurturing your wealth & assets for your loved ones. To ensure your wishes are fulfilled, developing a comprehensive estate plan while minimising tax implications will be carried out.

The significance of trust to carry out necessary rules that are on par with up-to-date law terms, for the family’s needs to be met along the way is what we believe in.

Our Estate Planning services comprise:

Will and Trust Services: We assist in drafting legally sound wills and trusts that protect your assets.

Legacy Preservation: We help you define your legacy and ensure it’s passed down as you desire.

Generational Wealth Transfer: We provide strategies for efficient wealth transfer to heirs.

Charitable Giving: We explore philanthropic opportunities and tax-efficient ways to give back.

Overview

Structuring the process
Estate Planning

Why Bequest?

Our Values

Having a strong foundation in our core values, Bequest believes in Trust and Integrity to be a reliable partner.

An Extensive Portfolio

Offering a range of services to accommodate to your unique needs.

Experience

Run by an experienced team of bankers and investors , Bequest has decades of useful experience in financial services and investments for a dependable advice.

Discover Other Services for Individuals

Philanthropy

Charitable endeavours and assistance given to humanitarian concerns.

Family Office

Manage the finances of families to build their everlasting legacy.

Wealth Management

Professional management of assets to promote overall financial stability and security.

Latest Insights Mobile

Latest Insights - Coming Soon

Contact Us

To further inquire about your specific needs, please contact us and our staff will get in touch.