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Estate planning: are trusts still effective?

By Sean Gaskell, ‎Group Managing Director at the Geneva Management Group As a result of recent legislative changes, the tax structures some financial planners had set up solely to assist their clients avoid or defer donations tax and estate duty might no longer be effective. Section 7C of the Income Tax Act, introduced by the […]

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Wills drafted free of charge during national wills week

During National Wills Week, 11 September to 15 September, people across the country have the chance to have their Wills drafted free of charge. With this in mind, individuals should take the time to learn more about the drafting of valid and legally enforceable wills, to make the most of this opportunity. (more…)

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Offshore investing: No freedom of succession in Mauritius

South Africa practices freedom of succession (subject to certain exclusions) and South African residents are, in essence, free to bequeath their assets to whoever they please. “A number of countries do not have this freedom of succession and they apply forced succession. – such as Mauritius,” says Gordon Stuart, Director of Accuro’s Mauritius office. He was […]

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Offshore investing: One Will or two?

South African fiduciary practitioners regularly find that their clients or estates have an international element, says Oliver Phipps of Lester Aldridge Solicitors in the United Kingdom.  He was speaking at the 7th Annual FISA Conference in Sandton today. (more…)

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