Tips and Traps of Estate Planning

Monday 10 November 2025

2:30pm for 3:00pm – 4:00pm

R100 per preson – Proceeds in support of Hospice Hermanus

Speaking Truth to Power.

Estate Planning Is More Than Minimising Tax

Estate Planning is about protecting your wealth, ensuring your loved ones aren’t left with unnecessary complications, and keeping cashflow available when it’s needed most.

What You Will Learn

Avoid the most common estate planning pitfalls that delay or complicate winding up an estate

Structure your affairs to reduce unnecessary taxes and costs.

Ensure your heirs have access to liquidity during the estate administration process.

Put practical steps in place that make estate handling smooth and stress-free

Leave a legacy of love and order, not of paperwork and confusion.

Our Speakers

Estate planning is your last act of love for your family.

Janet Hugo, CFP®

Director, Sterling Private Clients

Marteen Michau, CFP®, FPSA®, TEP

Head of Fiduciary Services, Fidelis Vox With more than 25 years of experience in the fiduciary and tax industry.

Book your place for Tips and Traps of Estate Planning

Estate planning is your last act of love towards your family

At these events, Janet Hugo gives powerful but practical insights into various areas of private wealth that would otherwise cost thousands in consultation.