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Understanding your Estate, Estate Duty and taxes

26 March 2015

There is sometimes confusion as to what will actually constitute your estate for Estate Duty purposes after your death. How and on what amount will Estate Duty be calculated and how quickly after your death must this tax on capital be settled?

The role of an executor

16 February 2015

Most people understand the importance of a will, but many people overlook a very important element; the appointment of an executor. An executor is someone who you nominate to carry out the instructions of your will and help to handle your estate.

FISA welcomes changes to the Administration of Estates Act

25 November 2014

Ms Angélique Visser, Chairperson of the Fiduciary Institute of Southern Africa (FISA), says that FISA welcomes the confirmation in the Government Gazette by Mr Michael Masutha, Minister of Justice and Constitutional Services, that the following amounts increased to R250 000 with effect from 24 November 2014:

Avoiding common mistakes when drafting a will

18 September 2014

Financial planning is not only about covering your assets and growing your wealth, it is also about managing your affairs in the event of death. Once you have spent time and effort in crafting a valid will then it’s easy to tweak it as your circumstances change.

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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