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Life Insurance / Estates & Wills

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Automatic disinheritance of ex-spouse by Section 2B of The Wills Act

Automatic disinheritance of ex-spouse by Section 2B of The Wills Act

10 October 2017

Recent case law has clarified a grey area of ‘The Wills Act of 1953’, namely the position of surviving ex-spouses if a testator passes away less than three months after a divorce.

Estate planning: are trusts still effective?

Estate planning: are trusts still effective?

05 October 2017

As a result of recent legislative changes, the tax structures some financial planners had set up solely to assist their clients avoid or defer donations tax and estate duty might no longer be effective. Section 7C of the Income Tax Act, introduced by the 2016 Taxation Laws Amendment Act, in particular, is already making the estate planning advisory work of financial planners more challenging.

Leaders in legal technology enter the South African market in Q1 of 2018

Leaders in legal technology enter the South African market in Q1 of 2018

27 September 2017

In the age of information technology and innovation, legal services are sadly still inaccessible to the majority of the South African population, but with the recent entry of Epoq Legal into the South African marketplace – able to provide online legal document and form drafting services unlike any other in the industry at a fraction of the cost – the hope is that this will no longer be the case.

De-risking and fiduciary duty

De-risking and fiduciary duty

22 September 2017

Sanlam’s Institutional Insights conference offers top global perspectives to guide fiduciaries.

quick poll
Question

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

Answer
A clever approach

A clever approach

20 September 2017
Offshore considerations when it comes to your will

Offshore considerations when it comes to your will

13 September 2017
Why your will should be long and complex

Why your will should be long and complex

12 September 2017
Five things to consider when drafting your will

Five things to consider when drafting your will

11 September 2017
Wills drafted free of charge during national wills week – 11–15 September

Wills drafted free of charge during national wills week – 11–15 September

11 September 2017
Protect your legacy: family trusts under the spotlight

Protect your legacy: family trusts under the spotlight

28 July 2017
Without a will, there's no way

Without a will, there's no way

14 July 2017
Where there's a will...

Where there's a will...

06 July 2017