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Disinheriting your spouse may preserve wealth

09 November 2015

The 2013 budget speech initiated the establishment of the Davis Tax Committee (DTC), which was mandated to investigate amongst other matters the progressivity of the tax system and the role and continued relevance of estate duty. During July 2015, the DTC’s Interim Report was released for public comment. The publication of this interim report has led to widespread speculation and discussions relating to the continued benefits associated with family trusts.

Tried and tested ways to invest your inheritance money

20 October 2015

We all know someone from our township that lost a loved one was a beneficiary of inheritance of some sort. In most cases, it is usually inheritance money from a parent and in more tragic events, both parents. As we all know this is a very stressful time for any individual.

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

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.

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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