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Bequeathing property in your Will – how it can go wrong

20 October 2014 | General

When it comes to leaving fixed property to someone in your Will, unless you have had professional assistance in the drafting of the Will, you may be creating unnecessary complications for those you intend to inherit as problems dealing with fixed properties held in your estate can easily arise.

Financial planning for women: what should you prioritise?

20 October 2014 | General

Insurance claims statistics from Altrisk show that breast cancer and heart disease are the leading causes of critical illness and death claims among its female clients, and yet on both these fronts, women remain significantly underinsured when it comes to securing their financial security during a health crisis.

The independent trustee: Why the big fuss?

17 October 2014 | General

In recent months, the Master of the High Court (the Master) has often refused to register newly created family trusts if an independent trustee has not been appointed. Although it isn’t a legal requirement, the Master often applies it as such. The Master adopted this practice following the judgement in the well-known Parker case where Appellate Judge Cameron stated that the Master should ensure that adequate separation of control from enjoyment is maintained in every trust by insisting on the appointment of an independent outsider as trustee.

Recent developments regarding tax free savings accounts

08 October 2014 | General

A proposed section 12T to be inserted into the Income Tax Act will allow individuals to save up to R30 000 per annum, tax free. It appears that this concession will also apply to minor children.

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What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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