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Leave a lasting legacy: charitable bequests

21 August 2014 | General

In addition to leaving their estates to loved ones, many people these days also want to leave a lasting legacy by benefitting a favourite charity. A charitable bequest – which is simply a distribution from your deceased estate to a charitable organisation by a bequest in your will – is an easy and effective way to do this, says Carien Strauss, fiduciary and tax specialist at Sanlam Private Wealth.

Fairheads wins industry awards for guardian roadshow project

19 August 2014 | General

Fairheads Benefit Services, the leading independent service provider of beneficiary funds and umbrella trusts, was last night acknowledged for a unique grassroots communication project by winning a gold Industry Best Practice Award at the Institute of Retirement Funds Africa conference in Durban.*)

Caring for your children when you are gone

19 August 2014 | General

Not enough South Africans know about beneficiary funds, which are a cost-effective alternative to setting up a testamentary trust to care for your children if you die.

Estate planning around divorce

07 August 2014 | Estates & Wills

Experiencing the emotional turmoil of a divorce is bad enough but going through a divorce when you are financially dependent could make your problems even worse. Angelique Visser, Chairperson of the Fiduciary Institute of Southern Africa and Director, Baraza Wealth, gives a few guidelines for women to consider to help them make informed decisions to protect themselves and make the process a little easier.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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