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Life Insurance / Estates & Wills

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“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

For South Africans who have invested in offshore property, estate planning can be challenging given the legal and tax frameworks of another country. Therefore, it is vital to know what to expect and how to mitigate financial risk.

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

Why trusts need an independent trustee.

Deceased estates – Inheritance planning for South African’s abroad

Deceased estates – Inheritance planning for South African’s abroad

12 July 2018

The death of a family member is never a topic that we like to discuss, however it remains a reality that one needs to prepare for in future, which is key for a smooth transition in the closure and pay-out of deceased estates and inheritances.

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

Savings Month is here and as we see every July, many South Africans are taking the opportunity to review their savings habits and behaviours. One aspect that’s often overlooked is that your hard-earned savings gains can easily be undone by failing to pay sufficient attention to estate planning.

quick poll
Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer
The role of an executor and how to choose one

The role of an executor and how to choose one

27 June 2018
How long does it take to wind up an estate?

How long does it take to wind up an estate?

05 June 2018
Have you practiced dying? Why estate planning is fundamental

Have you practiced dying? Why estate planning is fundamental

03 May 2018
Building a robust estate plan

Building a robust estate plan

23 April 2018
Where there’s no will there’s little way

Where there’s no will there’s little way

06 April 2018
Using a will to cement long-term client relationships

Using a will to cement long-term client relationships

07 March 2018
Trusts may no longer be the holy grail of estate planning

Trusts may no longer be the holy grail of estate planning

16 January 2018
No last will as the new year kicks in? No way!

No last will as the new year kicks in? No way!

10 January 2018