Tag Archivesestate planning


Should you consider a testamentary trust?

The introduction of tax on interest-free loans to trusts has seen inter vivos trusts fall out of favour with a shift towards using testamentary trusts instead, according to Willie Fourie, Head of Estate and Trust Services at PSG Wealth. (more…)

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Willie Fourie

Don’t let a careless estate plan undo a lifetime of saving

Savings Month is here and as we see every July, many South Africans are taking the opportunity to review their savings habits and behaviours. One aspect that’s often overlooked is that your hard-earned savings gains can easily be undone by failing to pay sufficient attention to estate planning. “Even if all your retirement goals fall […]

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Passion investing won’t provide adequate portfolio diversification

Africa’s wealthy need to plan ahead to ensure their ‘passion investments’ stay in touch with their overall wealth ambitions and goals, says Philip Faure, Head of Cape Regions at Standard Bank Wealth and Investment. (more…)

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David Knott of Private Client Trust explains why a will needs to be assessed frequently

Have you practiced dying?

Have you considered what will happen if you met your demise on the way home from work this evening? (more…)

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Mark MacSymon

Estate Planning: Dying without a will is one of the biggest mistakes you can make

If you die without a valid Will in place the assets in your estate are distributed as stipulated in the Intestate Succession Act. This can cause unnecessary trauma, costs and delays for the family you leave behind and may prevent your final wishes from being carried out. Having a Will is also an imperative for […]

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Remay de Kock, Legal Adviser at BDO Wealth Advisers

Is your children’s inheritance protected?

Let’s get this straight: Having a Will is not sufficient. Rather, having a proper drafted Will in line with your wishes is the fundamental, basic, main prize.  Nothing less than this is good enough. (more…)

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No Last Will as the New Year kicks in? No way!

Dying without carefully preparing a Last Will and Testament that specifically outlines who should inherit your belongings, causes unnecessary distress at an already difficult time for your family and friends.  The absence of a Will also means that the law will decide who gets what, and how much. (more…)

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Thandi Ngwane

Five things to consider when drafting a will

Having a conversation about finances with our loved ones is often uncomfortable. Add the taboo subject of death and it becomes a topic we would altogether rather avoid. (more…)

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