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The High Five of Estate Planning for the Wealthy

The High Five of Estate Planning for the Wealthy

06 December 2018

Stonehage Fleming Research Report highlights key concerns of wealthy families

Should you consider a testamentary trust?

Should you consider a testamentary trust?

09 November 2018

The introduction of tax on interest-free loans to trusts has seen inter vivos trusts fall out of favour with a shift towards using testamentary trusts instead, according to Willie Fourie, Head of Estate and Trust Services at PSG Wealth

Do you have the will to plan ahead?

Do you have the will to plan ahead?

18 September 2018

What do Prince, Michael Jackson, Bob Marley, Jimi Hendrix and Aretha Franklin have in common, besides illustrious musical careers? They all died without a Will, leaving behind personal wealth without heirs, despite having dependents. With the spotlight on National Wills Week between 17 and 21 September 2018, will you consider the importance of planning ahead?

South Africans should prioritise drafting their wills

South Africans should prioritise drafting their wills

12 September 2018

Make the most of your opportunities during National Wills Week – 17–21 September.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results

Will me up before you go go

Will me up before you go go

12 September 2018

Why the draft bill pertaining to Living Wills is an important one

Why the draft bill pertaining to Living Wills is an important one

11 September 2018

Duties of a trustee

Duties of a trustee

10 September 2018

At last – a trust for the middle market

At last – a trust for the middle market

04 September 2018

“What you need to know about estate planning for offshore property”

“What you need to know about estate planning for offshore property”

22 August 2018

Many new Family Business Trusts ignore independent trustee requirements at own risk

Many new Family Business Trusts ignore independent trustee requirements at own risk

31 July 2018

Deceased estates – Inheritance planning for South African’s abroad

Deceased estates – Inheritance planning for South African’s abroad

12 July 2018

Don’t let a careless estate plan undo a lifetime of saving

Don’t let a careless estate plan undo a lifetime of saving

10 July 2018

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FAnews April 2026

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