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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.

Tax treaties and investment in Africa

05 August 2014 | General

South Africa and The Netherlands have been dedicated business partners for centuries and the volume of trade is still growing. The two nations foster and encourage a greater trade intimacy with such legislation as the convention between The Netherlands and South Africa for the avoidance of double taxation and the prevention of fiscal evasion.

Trusts not recognised in some countries

05 August 2014 | General

Trusts are often created to consolidate and protect assets for tax purposes and estate planning. In the case of a minor or an incapacitated adult, trusts are used as a vehicle to protect their assets and ensure they are provided for.

Are women missing out on fabulous wealth?

05 August 2014 | General

March 2014 marked the fifth consecutive year of our current bull market, arguably a great run by most measures! Sadly, however, it appears that women have largely missed out on this prosperity.

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

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

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