Wills & trusts

Leaving your loved ones behind without a will can have serious repercussions. It is imperative to carefully consider your financial circumstances and requirements as well as the legacy that you want to leave behind.

Becker Financial Advisors have partnered with Capital Legacy and we have the required knowledge and skills to help you to draft your final will and testament.

From writing a will to considering inheritance tax, we will explain and advise on how to protect your hard-earned assets and ensure they’re passed on in accordance with your wishes.

We want to help you 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 once you have passed on.

We are also able to assist you with the set up of trusts in cooperation with recognised trust experts.