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Life Insurance / Estates & Wills

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Secure their future: Estate planning for your vulnerable loved ones

Secure their future: Estate planning for your vulnerable loved ones

18 March 2025

One of the greatest acts of love you can show your vulnerable dependents is to ensure their well-being after you’re no longer there to care for them. People with special needs, dementia, or chronic illnesses, for example, require sensitive consideration when it comes to estate planning.

Business afterlife – 2 things every owner should do

Business afterlife – 2 things every owner should do

17 March 2025

Business owners put blood, sweat and tears into making their companies successful and this entrepreneurial energy helps turn the wheels of our economy.

Death and taxes: your final bill

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

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.

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The strongest deterrent against FSP compliance missteps is or should be:

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Funeral cover – a legacy of care

Funeral cover – a legacy of care

10 March 2025
Financial planning in an era of changing laws and economic pressures

Financial planning in an era of changing laws and economic pressures

05 March 2025
The critical role of estate planning for global asset owners

The critical role of estate planning for global asset owners

25 February 2025
Time to review and optimise your Trusts

Time to review and optimise your Trusts

10 February 2025
Review your estate plan to ensure compliance with changing laws

Review your estate plan to ensure compliance with changing laws

05 February 2025
Estate planning, legacy planning and your will – what’s the difference?

Estate planning, legacy planning and your will – what’s the difference?

11 December 2024
Nearly 40,000 legacies secured this Wills Month

Nearly 40,000 legacies secured this Wills Month

23 October 2024
A Single Mom’s Guide to Guardianship

A Single Mom’s Guide to Guardianship

01 October 2024
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