Trust & Fiduciary Services
We specialise in the reviewing of wills as well as drafting of the basic and complex wills and/or codicils.
Trust and Estate Planning
Planning your estate with us means you can rest assured that your final will and testament, will most effectively regulate the distribution of your assets after your death.
Because your estate requirements are uniquely personal, we’ll apply our extensive knowledge and experience of estate planning to your best advantage. Along with careful consideration of the tax and estate duty implications of your will, you’ll receive personal assistance in establishing a trust as part of your estate plan, where required.
You can also expect personal help with the more sensitive aspects of estate planning, such as creating a special wishes document to guide your trustees and executors. This will further ensure your wishes are respected while your heirs experience as smooth and painless a process as possible.
The Ravensberg Group provides a wide range of fiduciary services, all typical of the ethical relationship of confidence we offer all our clients, including:
Appointment of Ravensberg Investments as an independent trustee
Formation of new trusts to suit your needs
Risk reviews to ensure the validity of trust deeds, trustee resolutions and tax compliance
Trust administration services, including independent trustee services and trustee training services
Trust consulting services, including comprehensive tax- and legal consulting services