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Common mistakes to avoid when drafting a will

16 September 2015

Preparing a will is often something we avoid. We don’t want to dwell on our mortality, but estate planning is a vital part of a good financial plan. And, once you have spent time and effort in crafting a valid will, it’s easy to amend it as your circumstances change.

Designing an effective will – Understand your estate, estate duty and taxes

09 September 2015

There is sometimes confusion as to what will actually constitute your estate after your death, for the purposes of Estate Duty. How estate duty is calculated (and on what amount), and how quickly after your death must this tax be settled are questions that often cause uncertainty.

Should I terminate my trust?

03 September 2015

It is the time of year for annual trustee meetings and reviews. It is no surprise, in light of the Davis Tax Committee’s report, that every client I have met with to date has asked the question: “Should I keep my trust in place or terminate it and run a mile?”

Who can you trust to carry out your last wishes?

12 August 2015

The easy part of preparing a Will is deciding who should receive what and if they should receive it immediately upon your death or should a trust be created. The difficult part follows - who can you trust to carry out your directions and who will act strictly in the best interests of your heirs?

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

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