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No wealth tax, but trustees beware

27 February 2023 | Estates & Wills

Despite speculations that Government has revived plans to introduce a wealth tax, SARS’ focus has instead shifted to compliance of wealthy taxpayers with complex financial structures as well as trusts.

EasyEquities partners Sanlam Indie to offer innovative life insurance product

17 February 2023 | General

BLURB: EasyEquities and Sanlam Indie have created an underwritten life insurance product that gives clients the option to adjust their cover amount as their investments grow.

FNB launches Wills on App for clients to easily draft their Wills for free

15 February 2023 | Estates & Wills

FNB is excited to launch its new Wills on App functionality on the FNB App, which will allow its FNB and RMB Private Bank customers to set up their Wills easily, faster and at no cost.

How does 4x on your wills and estate book sound?

09 February 2023 | Estates & Wills

The announcement by Capital Legacy that it will acquire Sanlam Trusts from Sanlam Life should be ‘music to the ears’ of local financial advisers, as the transaction paves the way for significant efficiency and scale improvements in the wills and estates market segment. Billed as a strategic transaction between Capital Legacy and Sanlam Life, the deal will also see Sanlam Life acquire a 26% interest in the enlarged Capital Legacy Group. FAnews spoke to Capital Legacy founder and CEO, Alex Simeonides and COO, Brandon Garbutt, to find out more about the transaction.

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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