CORONAVIRUS – COVID 19 ….. GIVEN THE CURRENT STRESSFUL TIMES AND THE NEED FOR SOCIAL AND BUSINESS DISTANCING, WE RECOGNISE THAT OUR CLIENTS AND PARTNERS STILL NEED TO KEEP THEIR FIDUCIARY MATTERS IN ORDER, BEXs WILL NOW CONDUCT CLIENT MEETINGS BY VIDEO CALLING OR TELEPHONE IN ADDITION TO THE EMAIL OPTION
Deceased estate administration expenses can cost up to 5% of the gross asset value of yours, and your spouse’s estate, if you are married in community of property?
The specially designed Estate Preservation Plan can provide for these costs, and pay an additional monthly sum to your nominated beneficiary for 12 months from date of death!
Everybody can benefit from an Estate Plan, you needn’t be wealthy to have one.
The purpose of an Estate Plan is to ensure the continuity of your hard earned wealth by ensuring that upon your death your assets are disposed of without a financial burden being placed upon your heirs by administration costs, taxes and debt.
Do you have a Will?
Not having a Will (dying intestate) can bring hardship to your family, often with unintended beneficiaries inheriting.
Talk to BEXs about a well planned Will!
Deceased estate administration expenses can cost up to 5% of the gross asset value of yours, and your spouse’s estate, if you are married in community of property?
The specially designed Estate Preservation Plan can provide for these costs, and pay an additional monthly sum to your nominated beneficiary for 12 months from date of death!
Is there enough cash in your estate to cover your debts and administration expenses?
A cash shortfall could see valuable assets being sold under “forced sale” circumstances and at a time when economic factors are unfavourable.
BEXs has a solution … talk to us!
Does your Trust have the necessary independence?
The arm's length principle is the condition or the fact that the parties to a transaction in an inter vivos trust are independent and on an equal footing. This principle is crucial in order to protect the trustees and beneficiaries!
BEXs offers independent Trusteeship!
Deceased estate administration expenses can cost up to 5% of the gross asset value of yours, and your spouse’s estate, if you are married in community of property?
The specially designed Estate Preservation Plan can provide for these costs, and pay an additional monthly sum to your nominated beneficiary for 12 months from date of death!
Is your original Will safely stored?
Losing an original Will can be costly! Having a copy of a Will accepted by the Master of the High Court often necessitates a High Court application which is expensive.
BEXs offers safe storage of original Wills for a small annual fee!
Trust Auditing!
Are you complying with the requirements of the Trust
Deed?
1. Are all the trust financial transactions being recorded
and are annual statements being prepared?
2. Is the Trust registered for tax purposes?
3. Are the trustees meeting as required?
BEXs can help you regularise your Trust!
Estate Administration!
A BEXs core offering … we act in the following capacities :-
> Executor
> Agent for Executor
> Service on Demand (attend to only a portion of
the end to end process .. like reporting the estate on your behalf)
Trust Administration!
Another BEXs core offering ….. we act in following capacities :-
> Trustee
> Agent for Trustee
> Service on Demand (attend to only a portion of the end to end process .. like preparing the trusts annual administration statements on your behalf)
"Your customer doesn’t care how much you know until they know how much you care” - Damon Richards (Customer care expert)
“Being on par in terms of price and quality only gets you into the game. Service wins the game” - Tony Allesandra (Author – Platinum Mile)
“Our attitude towards others determines their attitude towards us” - Earl Nightingale ( Author)
“Keep it simple and focus on what matters. Don’t let yourself be overwhelmed” - Confucius
Customised Fiduciary Solutions
First Quarter
February 2020
Traditional Fiduciary offerings are inflexible, costly and adopt the “take it or leave it “ approach…. Our client centric vision will give our clients a more affordable, customised fiduciary offering that is fit for purpose and will meet their ever-changing requirements.
Being present when you need us most
Experience and eagerness to customise a suitable offering for your personal needs
Service beyond your expectations
Professionalism and client ringfenced to originator
Opportunity to partner with you
Knowledge, our willingness to share it with our stakeholders
Education, the origin of the future. We will educate our stakeholders