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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.

Why every kind of family needs estate planning

17 September 2024

Whether you’re single or remarried, your estate planning will look different. Here’s how to navigate your legacy with Discovery Life’s resident legal expert, Harry Joffe – and why you really need a will.

The 3 essentials of estate planning

12 September 2024

Dying without having a valid will in place is a sure recipe for family conflict. Yet, according to statistics from the High Court, 85% of South Africans don't have a valid will.

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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