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Alexander Forbes
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 Advice on tax and estate planning
Regardless of your net worth, it is important to have a basic estate plan in place. An estate plan makes sure your family and financial goals are met after you die. Estate planning is also an ongoing review of:
  • The accruing or creation of your assets
  • The use of your assets during your lifetime
  • The final division during your lifetime or at your death, to provide yourself and your family with the biggest possible benefit over long term.

Individual Advice Centre
Financial planning advice,
products and services.

Monday to Friday, 8am to 5pm

Contact a financial planner
Telephone: 0860 100 444
Email: iac@aforbes.co.za

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