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Estate Planning Team

Safeguard your family's future with us!

Our Services:

Personalised Estate Planning
The experts in our Estate Planning Team understand that estate planning is personal and bespoke - every family is different, evolves differently and has different needs in respect of its security, prosperity and succession. And this continues to change as families change. We understand this and ensure that our estate planning philosophy aligns with the needs of our clients not just today, but throughout their lifetime.

Multi-Generational Expertise
Our team has established experience in assisting clients with multi-generational estate planning as well as the correct implementation and maintenance of estate plans and accompanying structuring. The multi-generational nature of our approach provides comfort to clients that sufficient provision has been made for their families after death in accordance with their wishes.

Local and International Solutions
Our team considers local as well as international estate planning for clients that wish to include onshore and offshore assets in their familial planning, with tailored solutions provided that are capable of being extended globally through collaborative support of experts in other jurisdictions. The team also works closely with client wealth managers to integrate estate planning in the broader wealth plan of the client. 

Integrated Support
Our estate planning approach seamlessly dovetails with our other specialised teams:

Trust Office team: Independent trusteeship support.
Tax and Corporate Advisory team: Corporate structuring.
Tax and Accounting team: SARS reporting and estate accounting.
Deceased Estate Administration team: Correct administration of deceased estates.

In our Estate Planning Team, clients have a single point of entry for the planning and coordination of all aspects of their estate planning and administration.

Key Contacts for Estate Planning

Key Contacts for Estate Planning

 

Francois Fouché

Director

Francois is a director at PH Consult who specialises in the estate planning of affluent individuals and families with specific... focus on the international aspects pertaining to such planning. He  has valuable  experience in the formation and management of international corporate structures, offers expertise in offshore structuring and international estate planning, and advises clients on the tax and related considerations pertaining to cross border transactions.

Sandton
francois@phconsult.co.za
+27 83 554 3385
PROFILE
 

André van Niekerk

Head: Estate Planning & Administration

Andre is Head of Estate Planning & Administration, specialising in integrated estate planning and tax and related considerations, corporate structuring... and trust and fiduciary compliance.

Bloemfontein
andren@phinc.co.za
+27 51 400 4027
+27 51 400 4161
+27 72 049 8825
PROFILE

Francois Fouché

Director

Francois is a director at PH Consult who specialises in the estate planning of affluent individuals and families with specific... focus on the international aspects pertaining to such planning. He  has valuable  experience in the formation and management of international corporate structures, offers expertise in offshore structuring and international estate planning, and advises clients on the tax and related considerations pertaining to cross border transactions.

Sandton
francois@phconsult.co.za
+27 83 554 3385

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André van Niekerk

Head: Estate Planning & Administration

Andre is Head of Estate Planning & Administration, specialising in integrated estate planning and tax and related considerations, corporate structuring... and trust and fiduciary compliance.

Bloemfontein
andren@phinc.co.za
+27 51 400 4027
+27 51 400 4161
+27 72 049 8825

VIEW EXPERT

Estate Planning Expertise

Corporate Structuring

Advice and support regarding effective corporate structuring, entity formation and restructuring, taxation related aspects, reorganising business assets, mergers and acquisitions,... takeovers, joint ventures, private equity, corporate unbundling, share structuring, securities, financing, due diligences, commercialisation and all related agreements and documentation.

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Corporate Trusteeship

The holding of independent corporate trusteeships on inter vivos and testamentary trusts for the local trusts of South African clients... as well as broad-based and employee ownership schemes via representatives of PH Fiduciary, including all related fiduciary and administrative aspects relating to trust management and execution of the role of independent trustee.

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Estate Planning

Advice and planning in respect of personal and family estates, integrated estate structuring, fiduciary services, entity formation and registrations, taxation,... opinions, trusteeships, drafting of documentation and agreements, and other related estate planning aspects. Estate planning can include on-shore and off-shore planning and integration and management of such estates.

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International Estate Planning

For the client requiring estate planning that includes international estate assets, advice and planning in respect of personal and familial... estates that integrates international estate planning into a holistic and efficient estate plan that includes both local and offshore estates. Our team also provides all the necessary support to structure, implement and execute the estate planning strategy and objectives and work closely with professional and corporate trustees of local and offshore estates in the execution of the holistic estate plan. Our advisory team is accessible and focused on building a long-term relationship of trust with clients to ensure continuous assessment of the estate plan and incorporate advice and strategy in jurisdictions relevant to the client and his/her family. Additionally, fiduciary services, entity formation and registrations, taxation, opinions, trusteeships, drafting of documentation and agreements, and other related estate planning aspects also form part of our international estate planning services.

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Tax Advisory

Advice and opinions on taxation in respect of estate planning, commercial and equity transactions, business structuring and restructuring, property developments,... mergers and acquisitions.

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Wills and Trusts

Advice and guidance on the drafting and execution of wills, the planning and establishment of family, business, and testamentary trusts,... as well as taxation, compliance, and other fiduciary considerations. We also assist with trust registration and offer secure storage for wills, with annual reviews to ensure that estate plans remain up to date and aligned with any changes in personal circumstances or legal requirements.

VIEW EXPERTISE

Corporate Structuring

Advice and support regarding effective corporate structuring, entity formation and restructuring, taxation related aspects, reorganising business assets, mergers and acquisitions,... takeovers, joint ventures, private equity, corporate unbundling, share structuring, securities, financing, due diligences, commercialisation and all related agreements and documentation.

VIEW EXPERTISE

Corporate Trusteeship

The holding of independent corporate trusteeships on inter vivos and testamentary trusts for the local trusts of South African clients... as well as broad-based and employee ownership schemes via representatives of PH Fiduciary, including all related fiduciary and administrative aspects relating to trust management and execution of the role of independent trustee.

VIEW EXPERTISE

Estate Planning

Advice and planning in respect of personal and family estates, integrated estate structuring, fiduciary services, entity formation and registrations, taxation,... opinions, trusteeships, drafting of documentation and agreements, and other related estate planning aspects. Estate planning can include on-shore and off-shore planning and integration and management of such estates.

VIEW EXPERTISE

International Estate Planning

For the client requiring estate planning that includes international estate assets, advice and planning in respect of personal and familial... estates that integrates international estate planning into a holistic and efficient estate plan that includes both local and offshore estates. Our team also provides all the necessary support to structure, implement and execute the estate planning strategy and objectives and work closely with professional and corporate trustees of local and offshore estates in the execution of the holistic estate plan. Our advisory team is accessible and focused on building a long-term relationship of trust with clients to ensure continuous assessment of the estate plan and incorporate advice and strategy in jurisdictions relevant to the client and his/her family. Additionally, fiduciary services, entity formation and registrations, taxation, opinions, trusteeships, drafting of documentation and agreements, and other related estate planning aspects also form part of our international estate planning services.

VIEW EXPERTISE

Tax Advisory

Advice and opinions on taxation in respect of estate planning, commercial and equity transactions, business structuring and restructuring, property developments,... mergers and acquisitions.

VIEW EXPERTISE

Wills and Trusts

Advice and guidance on the drafting and execution of wills, the planning and establishment of family, business, and testamentary trusts,... as well as taxation, compliance, and other fiduciary considerations. We also assist with trust registration and offer secure storage for wills, with annual reviews to ensure that estate plans remain up to date and aligned with any changes in personal circumstances or legal requirements.

VIEW EXPERTISE