Take a look at our latest articles listed below.
A “policy wrapper” effectively places an investment within a special legal container held by a life insurance company. The purpose of using a policy wrapper is to alter how the investment behaves...
The law in South Africa requires a Power of Attorney for you to act legally on behalf of another person, even if they are your parent, sibling or child. Why do you need a Power of Attorney? Under...
Inter-generational planning about passing wealth on isn’t just for the ultra-wealthy. Many South African families have accumulated meaningful wealth over time, through entrepreneurship, property...
Your will may be signed but is your estate plan sorted? And specifically, have you recorded (or updated) your beneficiary nominations? Estate planning is often left for "later" - possibly because...
It’s not just the Boy Scouts who need to be prepared! When it comes to our estates a little preparation can go a long way.
No executor of a deceased estate in South Africa can escape an encounter with the Master’s Office. In the past, that was seldom a problem but unfortunately, things have changed.
If you are a South African who owns foreign assets, you may be asking whether you need a foreign will to administer your offshore assets effectively. Whatever the form of your foreign assets -...
Estate planning helps you avoid bequeathing a portion of your hard-earned cash to the taxman when you die.
The executor is responsible for the administration of the deceased estate, but they work as part of a team to wind up an estate.
Too few South Africans draft a will or ensure that sufficient assets and policies are in place to care for their loved ones, explains Richard Sparg.
