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Death and taxes: your final bill

Death and taxes: your final bill

13 March 2025 | Estates & Wills

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 | Estates & Wills

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

Funeral cover – a legacy of care

10 March 2025 | Estates & Wills

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

Mirror, mirror: Women need to stay strong to overcome financial barriers

Mirror, mirror: Women need to stay strong to overcome financial barriers

05 March 2025 | General

As we celebrate International Women’s Day on 8 March, it’s important to recognise that financial independence is a key pillar of gender equality.

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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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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 | Estates & Wills

The critical role of estate planning for global asset owners

The critical role of estate planning for global asset owners

25 February 2025 | Estates & Wills

The ‘longevity revolution’ opens innovation opportunities for insurers, says Geneva Association report

The ‘longevity revolution’ opens innovation opportunities for insurers, says Geneva Association report

20 February 2025 | General

Back to school, investing for education and the offshore advantage

Back to school, investing for education and the offshore advantage

19 February 2025 | General

Couples therapy for your finances

Couples therapy for your finances

12 February 2025 | General

Love beyond today: Secure your loved ones’ future with life cover

Love beyond today: Secure your loved ones’ future with life cover

11 February 2025 | General

Cohabitation and cash flow: Financial conversations for couples

Cohabitation and cash flow: Financial conversations for couples

11 February 2025 | General

Time to review and optimise your Trusts

Time to review and optimise your Trusts

10 February 2025 | Estates & Wills

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FAnews June 2026

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