Estate Tax Service

Estate Tax Service

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Estate Tax is a tax on the right of the deceased person to transmit his/her estate to his/her lawful heirs and beneficiaries at the time of death and on certain transfers, which are made by law as equivalent to testamentary disposition. It is not a tax on property. It is a tax imposed on the privilege of transmitting property upon the death of the owner. The Estate Tax is based on the laws in force at the time of death notwithstanding the postponement of the actual possession or enjoyment of the estate by the beneficiary.


A Deed of Sale is also called a property title. It is an authentic deed drafted and signed by a public officer, generally a notary, which makes mention of the legal situation of the building and its nature.

Applicable Tax:

Capital Gains Tax is a tax imposed on the gains presumed to have been realized by the seller from the sale, exchange, or other disposition of capital assets located in the Philippines, including pacto de retro sales and other forms of conditional sale.

A Deed of Donation transfers property from the owner (the “donor”) to another person (the “donee”) by way of donation. The Deed of Donation is usually executed for the love, gratuity and affection the donor has for the donee (i.e. from a parent to a child).

Applicable Tax: 

Donor’s Tax is a tax on a donation or gift, and is imposed on the gratuitous transfer of property between two or more persons who are living at the time of the transfer. It shall apply whether the transfer is in trust or otherwise, whether the gift is direct or indirect and whether the property is real or personal, tangible or intangible.





Our team is composed of members of different Insurance Groups, General Insurance, Life Insurance and Traditional Insurance. We help clients and individuals to accomplish financial objectives by assessing financial situations; monitoring changes in financial status and life circumstances; recommendations and guidance based on needs and goals. 

Income Protection:

Is a long-term insurance policy designed to help you if you can’t work because of disability, illness, and or demise. It ensures you and your family to continue to receive a regular income.

Critical illness:

It provides coverage for medical emergencies like heart attack, stroke, cancer, renal failure, brain tumor, and other critical illnesses. These emergencies often incur greater than the average medical cost. Critical Illness plan payout cash to help cover the overruns where traditional health insurance or HMO may fall short.

Educational Plan:

It is designed to help parents save and ensure there would be sufficient funds to their child’s college education in the future. As parents, the goal is always to send the children to the best school and receive topnotch education either here in the Philippines or abroad.

Retirement Plan:

Is a process of determining retirement income goals and the actions and decisions you need to take to achieve those goals. It includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risks.

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