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Death and taxes: your final bill

13 March 2025

As the old adage so aptly proclaims, ‘In this life, only death and taxes are guaranteed.’. Unfortunately, the reality is that your financial obligations to the tax authorities persist even posthumously, as estate duty and other taxes are levied against your estate before any inheritance can be paid out to your heirs.

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

10 March 2025

Recent developments have yielded new opportunities for South African trusts to distribute funds to offshore trusts, marking a significant shift in financial and estate planning strategies.

Funeral cover – a legacy of care

10 March 2025

In South Africa, funeral cover is the most popular type of insurance, with approximately 22 million adults – 48% of the population – holding a policy.

Financial planning in an era of changing laws and economic pressures

05 March 2025

As estate planning becomes increasingly complex, trusts remain a cornerstone of wealth protection. Offering a strategic way to manage and preserve family assets across generations, they provide unmatched benefits.

quick poll

Question

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

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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