Estate Planning

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22 Oct 2020
The importance of leaving a will to future generations

By: Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services Estate planning is one of the most important aspects of…

The importance of leaving a will to future generations

By: Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services Estate planning is one of the most important aspects of financial planning as it ensures a meaningful legacy for clients and their loved ones. Although a will forms a significant part of any estate plan, it is too often undervalued.…

13 Oct 2020
Dealing with offshore estates can be complicated

With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with…

Dealing with offshore estates can be complicated

With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with ownership of foreign assets, according to Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services. She says that the global COVID-19 pandemic has highlighted this potential hurdle for families at…

07 Oct 2020
National Wills Week – Why you should take note!

By: Alex Simeonides – CEO and co-founder of Capital Legacy More than 75% of South Africans pass away without a…

National Wills Week – Why you should take note!

By: Alex Simeonides – CEO and co-founder of Capital Legacy More than 75% of South Africans pass away without a valid Will in place, causing devastating consequences for their families and dependants. To help combat this statistic, the Law Society of South Africa (LSSA) promotes National Wills week, every year,…

29 Jul 2020
Building a business legacy takes planning

By: Gerhardt Meyer CFP®, Head of Technical Support, PSG Wealth Running a successful business takes a sizeable financial investment. However,…

Building a business legacy takes planning

By: Gerhardt Meyer CFP®, Head of Technical Support, PSG Wealth Running a successful business takes a sizeable financial investment. However, many business owners fail to plan for what happens should they die, become disabled or lose one of their key employees because of these very reasons. If you are a…

01 Jul 2020
Fiduciary update with Louis van Vuren, CEO of FISA

Q:        The Fiduciary Institute of Southern Africa (FISA) is well known by now to professionals in various fields, including…

Fiduciary update with Louis van Vuren, CEO of FISA

Q:        The Fiduciary Institute of Southern Africa (FISA) is well known by now to professionals in various fields, including fiduciary practitioners, financial planners, accountants and lawyers., Are there any ‘new stand-out’ benefits of FISA membership? A:        At FISA we believe that one of our best kept secrets is…

24 Jun 2020
Ruling from the grave a bad idea

Most of us want our possessions to be distributed very specifically when we die – the family home to one…

Ruling from the grave a bad idea

Most of us want our possessions to be distributed very specifically when we die – the family home to one child, the holiday home to the other, a share portfolio to the surviving spouse, cash to a favoured charity – and on it goes.  Having our wishes carried out after…

08 Apr 2020
Why digital signatures should be recognised on last wills and testaments

By: Alex Simeonides, CEO, Capital Legacy With millions of South Africans stuck indoors and encouraged to practice social distancing to…

Why digital signatures should be recognised on last wills and testaments

By: Alex Simeonides, CEO, Capital Legacy With millions of South Africans stuck indoors and encouraged to practice social distancing to help ‘flatten the curve’ of the coronavirus contagion by staying at home, the rigidity of our laws around eSignatures has come into sharp focus. What happens if someone passes away…

11 Feb 2020
Five questions about your Will you may be afraid to ask

Between trying to earn a living, getting the grocery shopping done and squeezing in a gym workout, many of us…

Five questions about your Will you may be afraid to ask

Between trying to earn a living, getting the grocery shopping done and squeezing in a gym workout, many of us avoid thinking about the inevitable – what would happen to our ‘stuff’ if we die?

06 Feb 2020
Safeguarding your family’s future with a will

Most people don’t think about drafting a last will and testament until they’ve had the unfortunate experience of losing someone…

Safeguarding your family’s future with a will

Most people don’t think about drafting a last will and testament until they’ve had the unfortunate experience of losing someone close to them. Often family and friends divide up their loved one’s belongings, which can cause friction in an already emotionally charged situation.

21 Jan 2020
Why beneficiary nominations are central to estate planning

By Willie Fourie, Head of Estate and Trust Services, PSG Wealth. The annual review of your financial and estate plan…

Why beneficiary nominations are central to estate planning

By Willie Fourie, Head of Estate and Trust Services, PSG Wealth. The annual review of your financial and estate plan is an opportunity to assess and reconsider the underlying assets in your estate. However, reviewing beneficiary nominations on policies is often neglected during this process. A well-executed financial plan involves…

13 Nov 2019
Winding up deceased estates – info and certainty are key

By Mandy Dix-Peek, Senior Fiduciary Specialist at Old Mutual Wealth Fiduciary. Benjamin Franklin once said that in this world, nothing…

Winding up deceased estates – info and certainty are key

By Mandy Dix-Peek, Senior Fiduciary Specialist at Old Mutual Wealth Fiduciary. Benjamin Franklin once said that in this world, nothing can be said to be certain, except death and taxes. While we’ve all heard this quote on numerous occasions, clients often fail to take the vital steps required to ensure…

22 Oct 2019
Beware the ‘paint by numbers’ will

Respected author and Advocate David Meyerowitz remarked that “It has been said that the other bank of the River Styx…

Beware the ‘paint by numbers’ will

Respected author and Advocate David Meyerowitz remarked that “It has been said that the other bank of the River Styx is lined with the shades of dissatisfied testators waiting to receive the judicial personages who have misconstrued their wills”. When you had your Will drafted, or last had it updated,…

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