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Protect your heir’s interests with a testamentary trust

14 June 2017

A paragraph or two in your will is not always enough to ensure your wishes are fulfilled after you’ve died. To protect the inheritance and financial wellbeing of your child or spouse, you might need to consider a testamentary trust.

Is it still a good idea to hold immovable property in a trust?

18 April 2017

With the changes introduced in this year’s Budget affecting the wealthy in particular, one might wonder if holding a property in a trust still makes sense. Unfortunately, it is not as simple as transferring the property out, and closing the trust, as there are permutations to consider.

The state of estate planning

05 December 2016

New legislation may affect your clients.

Round two: Interest free loan accounts

06 October 2016

On 8 July 2016, the National Treasury and the South African Revenue Service (SARS) published a draft Taxation Laws Amendment Bill (First Draft) for public comment. It was important to practice restraint in responding to the First Draft as the process had not yet reached finality, with a number of steps still to be taken, including comments and input from the public, and the tax and fiduciary industry, which could impact the final form of the Bill, before promulgation.

quick poll

Question

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

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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