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

18 September 2024 | Estates & Wills

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 | Estates & Wills

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.

Life insurance is expensive, confusing, and untrustworthy – except it’s not

16 September 2024 | General

In South Africa, only 10% of adults own a life insurance policy. According to Yaaseen Albertyn, Executive Head of Business and Client Solutions at Metropolitan, this is a shockingly low figure for what is an essential financial tool.

The 3 essentials of estate planning

12 September 2024 | Estates & Wills

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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