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Life Insurance / Estates & Wills

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‘I’ve got you’: Why South African youth prioritise funeral cover

‘I’ve got you’: Why South African youth prioritise funeral cover

29 May 2025

When many young South Africans enter the job market, they do so with more than their own dreams in tow. Their families have often made significant sacrifices to get them there, with the unspoken expectation that, once employed, they’ll help uplift the household financially.

Understanding Spousal Status and Marital Regimes in Financial and Estate Planning

Understanding Spousal Status and Marital Regimes in Financial and Estate Planning

26 May 2025

Determining whether a person is married for legal purposes and tax purposes is paramount in their financial or estate planning journey. Of further importance is whether a marriage is in or out of community of property.

Asset-rich, cash-poor - Why some wealthy estates take years to wind

Asset-rich, cash-poor - Why some wealthy estates take years to wind

23 May 2025

In South Africa, the admin of winding up a deceased estate takes around a year – and sometimes several years – before assets are transferred to heirs.

Estate Planning: It's a Family Affair

Estate Planning: It's a Family Affair

23 May 2025

When it comes to estate planning, no two families are alike. That’s why our approach always starts with understanding yours.

quick poll
Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer
Wrapping up lives, not estates

Wrapping up lives, not estates

16 April 2025
Protecting South Africa’s orphaned minors with beneficiary funds

Protecting South Africa’s orphaned minors with beneficiary funds

03 April 2025
Cross-border estate planning for South Africans in the UAE

Cross-border estate planning for South Africans in the UAE

31 March 2025
Two-time Oscar winner Gene Hackman’s $80 million contested estate

Two-time Oscar winner Gene Hackman’s $80 million contested estate

19 March 2025
Secure their future: Estate planning for your vulnerable loved ones

Secure their future: Estate planning for your vulnerable loved ones

18 March 2025
Business afterlife – 2 things every owner should do

Business afterlife – 2 things every owner should do

17 March 2025
Death and taxes: your final bill

Death and taxes: your final bill

13 March 2025
What you need to know about the new rules on distributions from South African trusts to offshore trusts

What you need to know about the new rules on distributions from South African trusts to offshore trusts

10 March 2025
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