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Life Insurance / Estates & Wills

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The heydays of estate duties may be numbered

The heydays of estate duties may be numbered

29 September 2015

The Davis Tax Committee has been established to look at the South African tax system and how it could be improved to benefit both government and the general public.

Who’s who in the fiduciary zoo

Who’s who in the fiduciary zoo

23 September 2015

Unless you are familiar with fiduciary terms, many of the roles and responsibilities of the different people involved in the effective carrying out of a Will can be confusing.

Common mistakes to avoid when drafting a will

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

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.

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Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer
Should I terminate my trust?

Should I terminate my trust?

03 September 2015
Who can you trust to carry out your last wishes?

Who can you trust to carry out your last wishes?

12 August 2015
The Davis Tax Committee's interim report on estate duty

The Davis Tax Committee's interim report on estate duty

04 August 2015
You probably need a foreign will if you have invested offshore

You probably need a foreign will if you have invested offshore

04 August 2015
Expect significant impact once estate duty recommendations come into force

Expect significant impact once estate duty recommendations come into force

30 July 2015
Is the risk worth the risk? How estate planning relates to your business

Is the risk worth the risk? How estate planning relates to your business

28 July 2015
Understanding your Estate, Estate Duty and taxes

Understanding your Estate, Estate Duty and taxes

26 March 2015
The role of an executor

The role of an executor

16 February 2015