Wills & Inheritance

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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,…

04 Aug 2020
Advice for insurance entrepreneurs

“Being battle hardened is what makes you hungry for success. Growing up in a house where your parents can’t cover…

Advice for insurance entrepreneurs

“Being battle hardened is what makes you hungry for success. Growing up in a house where your parents can’t cover the school fees and the family car has broken down for the umpteenth time, makes you focus on what you really want to change in your life.” says Alex Simeonides,…

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…

09 Apr 2020
Financial planning in the time of coronavirus

We’re living in unprecedented times. The coronavirus pandemic has wrought havoc on countless lives and economies. It has taken away…

Financial planning in the time of coronavirus

We’re living in unprecedented times. The coronavirus pandemic has wrought havoc on countless lives and economies. It has taken away our freedom and limited our ability to engage in normal activities.

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…

05 Mar 2020
Standards, values and ethics at the Masters’ offices

By: Alex Simeonides, CEO, Capital Legacy The recent directive sent out by the Department of Justice for the investigations by…

Standards, values and ethics at the Masters’ offices

By: Alex Simeonides, CEO, Capital Legacy The recent directive sent out by the Department of Justice for the investigations by the Special Investigations Unit (SIU) into the offices of the Masters of the High Court has most, within the industry, in uproar. The motivation for this investigation – someone with…

04 Mar 2020
Carefully consider your choice of executor

Following the death of a loved one, those left behind are often distressed to learn that the administration of the…

Carefully consider your choice of executor

Following the death of a loved one, those left behind are often distressed to learn that the administration of the deceased estate will take quite some time to finalise.

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.

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