Explore the Category

The true impact of a divorce on your Will and Estate

30 September 2024

Monumental life changes such as a death, the birth of a child, marriages and divorces have the capacity to massively shift one’s financial wellbeing and in the same breath impact the lives of one’s household and extended family members.

What does Two Pot mean for my legacy?

25 September 2024

September is Wills Month in South Africa. It also marks the introduction of the two-pot system of access to retirement savings for South Africans.

Plan smart: The essentials you need to know about your Will

25 September 2024

Drafting a Will is an essential part of planning for the future, yet many people remain unsure about the rules and requirements. Advocate Anneke Le Roux, a Professional Provident Society (PPS) Fiduciary Specialist, provides answers to some of the most common questions around Wills to help you make informed decisions this Wills Month.

Offshore trusts stand the test of time in succession planning for South Africans

18 September 2024

Succession planning structures have come and gone, but trusts have stood the test of time. They have proven to be the most robust, tax-effective and flexible vehicle for inter-generational wealth creation, enabling families to achieve their desired financial outcomes no matter how complex these may be.

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

View the Results