Wealth Preservation Literacy

ABOUT

Wealth Preservation Literacy

Wealth Preservation Literacy is a bi-monthly discussion session about wealth preservation literacy. 

The session will be for you if you answer yes to either of the questions.

• Do you want to pay less tax legally?
• Are you worried about your wealth protection?
• Do you have properties in your name?
• Do you want to know how best to structure businesses?
• Do you want to know how to form a trust?
• Do you want to know how to tax efficiently structure-property deals? 
• Do you want to know how to do administration of the deceased estate?
• Are you getting divorced?
• Are you getting married?
• Do you have children from previous relationships?
• DO you have kids outside your marriage?

The areas of focus will be the followings topics;

• Property deals structuring and restructuring 
• Trusts administration
• Trusts formations
• Trusts tax planning
• Individual tax planning
• Corporate tax planning
• Divorce and death tax planning
• Last Wills and Testamentary trust tax planning
• Marital property regime
• Financial education literacy
• Financial planning
• Deceased estate administration
• Deceased estate tax planning
• National treasury budget speech tax section interpretation

You are also encouraged to send us questions in advance using the link below.

https://forms.gle/XfrvnCN4VmWco7j47