News
Up to 70% of South Africans die without a valid Will, leaving families exposed to financial hardship
3+ hour, 5+ min ago (824+ words) Experts warn that failing to draft a Will can leave families facing months of uncertainty and significant financial strain after a loved one's death. Up to 70% of South Africans die without a valid Will, leaving their families vulnerable to legal…...
The evolving landscape of family trusts: what emigrating families need to know
2+ week, 6+ day ago (610+ words) With the emigration of South African families, the effectiveness of long-established family trusts is being challenged. Financial planners urge families to reassess their trusts in light of new tax legislation and changing family dynamics. As more South African families spread…...
Why long-term wealth architecture matters more than annual fiscal headlines
2+ mon, 5+ day ago (247+ words) Explore how high-net-worth families can navigate the complexities of wealth management by focusing on long-term strategies, robust estate planning, and the integration of philanthropy into their financial frameworks. Estate planning goes beyond tax considerations. It is a strategic process focused…...
Why succession planning is essential for preserving your wealth and legacy
2+ mon, 1+ week ago (457+ words) Explore how effective succession planning not only preserves wealth but also ensures a lasting legacy for your family. Discover the essential steps to take for a secure future. Moving beyond the end-of-life stigma Succession planning is not merely about what…...
How to secure your agricultural legacy through effective estate planning
2+ mon, 2+ week ago (338+ words) Explore the unique estate planning challenges faced by South African farming families and discover strategies to ensure a smooth succession of agricultural assets. The agricultural sector presents estate planning challenges that demand specialist attention, says Frikkie van Loggerenberg, CEO of…...
Understanding wills: what to do if you can't sign your will
2+ mon, 4+ week ago (228+ words) Discover how South African law accommodates individuals who cannot sign their wills in the traditional manner, ensuring everyone can leave a legacy. Learn about the alternatives available, including thumbprints and proxy signatures, and the strict rules that govern their use....
How your marriage affects your will and estate planning
4+ mon, 2+ week ago (292+ words) Discover how a recent Constitutional Court ruling clarifies the relationship between marriage, asset ownership, and estate planning. Learn why understanding your marital property regime is crucial for drafting a will that reflects your true intentions. A landmark Constitutional Court ruling…...