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Charles Marais

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Advisor & Operations Manager

Charles Marais

Expertise:

Offshore Financial Planning

Region:

Western Cape Franschhoek Bellville Brackenfell Cape Town Claremont Durbanville Goodwood Langebaan Malmesbury Melkbosstrand Milnerton Paarl Saldanha Somerset Wes Stellenbosch Strand Table View Tokai Wellington Worcester Constantia Hout bay Pinelands Plumstead Rondebosch Simonstad Steenberg Velddrif Yzerfontein

Qualifications:

RE5
Bachelor of Laws- LLB

Summary

Register Financial Advisor specialising in Estate Planning advice to clients. Often clients are not aware of the costs involved in the estate resolution process. These include trust setup & trustee fees for your minor children, fixed property transfer fees and executor fees. These fees are due in cash. Without proper estate planning, the required liquidity is not available resulting in the sale of assets, negatively affecting your beneficiaries.

Contact me for advice on:

Estate Planning,

Wills,

Testamentary Trusts,

Estate duties & taxes.
Book an Appointment
Charles Marais

Expertise:

Offshore Financial Planning

Region:

Western Cape Franschhoek Bellville Brackenfell Cape Town Claremont Durbanville Goodwood Langebaan Malmesbury Melkbosstrand Milnerton Paarl Saldanha Somerset Wes Stellenbosch Strand Table View Tokai Wellington Worcester Constantia Hout bay Pinelands Plumstead Rondebosch Simonstad Steenberg Velddrif Yzerfontein

Qualifications:

RE5
Bachelor of Laws- LLB