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Your lifelong companion
Your lifelong companion
We can assist you at every stage of your life
This infographic clearly shows the area in which we can support you. Use our services as you grow and experience new challenges in your life. What stage of your life are you currently in?
How Legal&Tax is Your Lifelong Companion
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What stage of your life are you currently in?
Starting your first job
We can help with
LABOUR
- Before you sign an employment contract, let us help you review it
- We can assist you with labour disputes
- We can give advice on work permits
- We provide a retrenchment benefit to cover your plan fees when you’ve been a fully paid client for 12 months
- We’ve got you covered for unfair dismissals
- We will assist you with your Unemployment Insurance Fund (UIF) submission to the Department of Labour and with your UIF claims during your maternity leave
TAX
DEBT
Buying or selling a car
We can help with
DEBT
- We’ll provide you with a credit check
- Make sure your make use of our budget advice and debt advice for car instalment repayments
LEGAL
- We’ll review the purchase agreement and the insurance policy before you purchase the car
- If you want to sell your car we’ll write a sales agreement
- If you get stopped at a roadblock, remember you have a lawyer on call and bail assistance if you get arrested
TRAUMA ASSIST
HEALTHCARE PLAN
Moving into your own home
We can help with
LEGAL
- In need of a lease agreement? Click here to access our template. We’ll review your lease agreement before signing
- Let us help you get your insurance policies in order for your household contents
- We can provide a legal letter of demand in the event that a landlord does not obey the lease agreement
- Access unlimited telephonic legal advice if you are having problems with neighbours or the body corporate
- Click here to access our template contract if you want to employ a domestic worker
- Click here to access our acknowledgment of debt template agreement if you live with a roommate and they borrow money from you
TRAUMA ASSIST
- In the event of a household break-in our Trauma Assist Benefit is available at the click of a button or
- You will have access to emergency ambulance response following a house fire and the added benefit of trauma counselling after this devastating event
DEBT ASSIST
Buying a house
We can help with
DEBT
LEGAL
- We’ll review your offer to purchase and the agreement with your bank
- We can assist with a legal letter of demand if the terms of the sale agreement are breached
- Make use of our unlimited legal advice on the transfer of property ownership
- We can also provide legal advice if you are having problems with neighbours
TAX
Selling/renting out your house
We can help with
LEGAL
- If you’re selling, we’ll review the buyer’s offer to purchase your home
- Make use of our unlimited legal advice on the transfer of property ownership
- In need of a lease agreement? Use our template
- We’ll provide a letter of demand if your tenants are not honouring the rent agreement
- Let us assist in resolving any disputes
- We offer legal advice if an accident occurs on your property
- We can provide an inspection checklist for when tenants move in or out
TAX
Getting married
We can help with
LEGAL
- We can draft an antenuptial contract
- Make sure your affairs are in order, let us help you write up a joint last will and testament. Click here to access a template
- We can assist in the event of an uncontested divorce after six months of consecutive payments
- You can also add dependents to your policies as your family begins to grow
- A legally married spouse gets automatically covered under the policy at no extra charge
- We offer advice on different types of legally binding marriages
TRAUMA ASSIST
- Emergency medical response to assist with accidents or acts of domestic violence
- Our Trauma Assist benefit offers trauma counselling if you’ve been a victim of domestic abuse
DEBT
TAX
HEALTH
- Add any dependents you may have to your policy
- A legally married spouse gets automatically covered under the policy at no extra charge
FUNERAL
Having Children
We can help with
LEGAL
- Let us help you draft and update your will
- You can add up to five dependents to you policies
- We can assist with the ins-and-outs of paying child maintenance
- We will assist you during the process of claiming from the UIF during your maternity leave
HEALTHCARE PLAN
TELETEACHER
TRAUMA ASSIST
- Our Trauma Assist benefit offers counselling for issues including but not limited to school bullying and exam stress and pressure
- Access to emergency medical response if your child has ingested something poisonous
- You have access to unlimited telephonic nurse assistance providing advice when your kids are ill
FUNERAL
Dealing with old age & death
We can help with
TRAUMA ASSIST
LEGAL
- Let us help you draft and update your will
- We offer advice on estate planning
- Where a client has legal and funeral cover, disbursement fees towards lodging a deceased estate of the policyholder or their spouse, may be covered
FUNERAL
- We offer funeral cover to ensure that your family can give you the dignified burial you deserve
- Access our accidental death benefit
- Where a client has legal and funeral cover, disbursement fees towards lodging a deceased estate of the policyholder or their spouse, may be covered
TAX
HEALTH
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