B2B Central

Estate Planning

15 Jan 2018

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

By Janice Roberts

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.
05 Oct 2017

Estate planning: are trusts still effective?

By Janice Roberts

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...
11 Sep 2017

Wills drafted free of charge during national wills week

By Janice Roberts

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.
24 Aug 2017

Offshore investing: No freedom of succession in Mauritius

By Janice Roberts

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...
24 Aug 2017

Offshore investing: One Will or two?

By Janice Roberts

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.