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  • Invest for a changing world

    Invest for a changing world
  • Exceed, your trusted partner

    Exceed, your trusted partner

Trust and Estate Planning

Planning your estate with Exceed Trust means you can rest assured your will most effectively regulates 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.

Protecting Your Needs After Death

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 - especially in conjunction with our estate administration services - while your heirs experience as smooth and painless a process as possible.


Johannesburg

Tel: +27 (0) 87 985 0935
infojhb@exceed.co.za

London, UK

Tel: +44 (0) 1784 439 955
www.exceeduk.co.uk

Somerset West

Tel: +27 (0) 21 852 0382/4
swest@exceedsw.co.za

Cape Town

Tel: +27 (0) 21 915 6666
tygervalley@exceed.co.za

Paarl

Tel: +27 (0) 21 872 7118
paarl@exceed.co.za