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Speak to us


To speak to us, call us on

087 736 3555

or email us at

fiduciary@fnb.co.za

Estate planning


All about your needs and the legacy you want to leave behind


Estate planning is more than the drafting of a will or the structuring of your affairs to limit estate duty.

Estate planning must consider your financial circumstances and requirements as well as the legacy that you want to leave. Your estate plan should evolve as and when your circumstances change. Our FNB Fiduciary specialists have the required knowledge and skills to help you to set up your own estate plan.

Why you need estate planning


Estate planning can

  • Ensure that you and your loved ones not only derive maximum benefit from your assets during your life time, but also provide for the maximum transfer of wealth to the next generation
  • Analyse your personal financial position and serve as a guide to achieving the ambitions you might have for your beneficiaries
  • Create liquidity for the payment of anticipated liabilities that may arise when you pass away, such as executor's fees, estate duty and capital gains tax
  • Ensure that your estate is administered efficiently
  • Minimise costs and taxes that may be payable
  • Ensure that the future growth of assets is not limited
  • Protect assets
 
 

Factors to consider


An estate plan should be reviewed if there has been a change in your circumstances. This includes

  • Recently got married, divorced or widowed
  • Had a baby, adopted a child or became a grandparent
  • Potential purchase of assets
  • Potential sale of an asset or assets which are bequeathed in terms of your will to an heir
  • Experienced a change in your personal or financial situation
  • Change in legislation e.g. the budget speech made by the Minister of Finance
  • Acquisition of a new business - succession planning is crucial

Getting advice made easy


Estate planning

Qualifying criteria

    South African citizen or permanent resident

How to get it

Call me back

Other ways to apply

You can call us
You can email

Documents needed

South African ID book/card