The topic feels complex. The system is not. Here is the exact path our buyers follow, from the first calculation to the meeting with their attorney.
Start with the first section. Enter your estate value and see exactly what SARS, executor fees, and CGT could take from your family under current South African law. The number makes the risk real, fast.
Work through the Full System Tool at your own pace. Each one covers a specific strategy: wills, trusts, RA nominations, the Trust + (Pty) Ltd structure, income splitting, offshore allowances, and more.
Use the comparison calculators to model your estate with and without each strategy. Work through the annual compliance checklist to see exactly where you are exposed and what to prioritise first.
The final section gives you a step-by-step roadmap for your first meeting with an estate-planning attorney. You arrive informed, not overwhelmed, ready to implement rather than just listen.
Most families leave attorney meetings confused, paying for advice they don't fully understand. Money Secrets SA helps you arrive prepared, ask the right questions, and act with confidence.
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