Register for your complimentary will and/or trust review by submitting your details:
Not sure if you need a review?
Reasons to review your will:
- To ensure your will is valid
- To ensure it is up to date with legal changes
- If there have been changes to your circumstances: e.g. marriage, divorce, children, grandchildren
Reasons to review your trust deed:
- To ensure your trust deed is compliant with major legislative changes
- To ensure the beneficiaries are properly identifiable and the object of the trust is clear
- To confirm that your trust deed is properly drafted and up to date.
If not, the trust deed stands the risk of being uncompliant and the following may apply: taxation clauses make tax within the trust unfavourable, inability to assign certain income against certain expenses, the inability to amend income and capital beneficiaries to ensure the trust is sustainable
No commitment, no consultation fee.
Our complimentary review will provide a high level indication of the validity of your will and/or trust deed with some basic pointers to ensure you are aware of whether your will and/or trust deed should be updated.
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Pyxis Investment Management (Pty) Ltd, FSP no. 662, is an authorised Financial Services Provider under the Financial Advisory and Intermediary Services Act, 2002.