B2B Central

Wills & Inheritance

26 Aug 2019

Divorce and Death – the impact of Section 2B on your will

By Janice Roberts

Compiled by Lize de la Harpe, Legal Adviser at Glacier by Sanlam. Introduction Not many people are aware of the statutory disqualification as set out in Section 2B of the Wills Act No. 7 of 1953, which states that if a testator dies within three months of becoming divorced, and that person executed a will...
18 Jul 2019

Help your clients’ employees to get their house in order

By Janice Roberts

While we live in uncertain times, the well-known phrase that ‘nothing is certain but death and taxes’ still rings true. However many retirement fund members lack the financial know-how for getting their house in order to deal with these inevitable certainties.
03 Jul 2019

The value vs. the cost of fiduciary advice

By Janice Roberts

AUTHOR / BYLINE: Willie Fourie, Head of Estate and Trust Services at PSG Wealth Excessive costs can erode your growth, so being cost-conscious make sense. However, cost is only one consideration when it comes to having an estate plan drawn up by a professional. At the other end of the scale there is the reality...
25 Jun 2019

Why ‘DIY’ wills are dangerous

By Janice Roberts

It may be tempting to ‘DIY’ your will in order to cut costs, but if the latest developments regarding Aretha Franklin’s estate teaches us anything, it should be the dangers of delaying or cutting corners in drawing up this vital legal document, cautions Citadel Fiduciary Managing Director Hilary Dudley.
22 May 2019

Who should be appointed as your executor?

By Janice Roberts

Most people realise that it is important to have a well put together Will that clearly sets out how your estate is to be divided among your beneficiaries after your death. What is equally important – but often not well considered – is for a suitable executor to be chosen to administer your wishes.
01 May 2019

Wills, deceased estates and the process that follows

By Janice Roberts

By Peter Armitage, CEO, Anchor Capital.   If a person dies without a will, he/she dies intestate, making proceedings more complicated. It is thus important for your clients to have a will in order for them to bequeath their assets to whom they see fit.
29 Apr 2019

Can and should you pay estate duty in advance?

By Janice Roberts

‘Nothing in life is certain, except death and taxes,’ goes the old saying. You’ll even pay taxes after you’ve died – or rather, your estate will – in the form of estate duties. To ease the tax burden and ensure the smooth transfer of wealth to the next generation, proper – and timeous – estate...
14 Nov 2018

Should you consider a testamentary trust?

By Janice Roberts

The introduction of tax on interest-free loans to trusts has seen inter vivos trusts fall out of favour with a shift towards using testamentary trusts instead, according to Willie Fourie, Head of Estate and Trust Services at PSG Wealth.
24 Oct 2018

Uncertainty about cryptocurrency and virtual assets in an estate

By Janice Roberts

AUTHOR: Dave Thomson, CFP® and Senior Legal Adviser at Sanlam Trust I recently attended the Fiduciary Institute of South Africa (FISA) conference and listened to a very interesting presentation on freedom of testation and digital assets by Deidre Booyens.
03 Oct 2018

Winner of annual FISA Chairperson's Award announced

By Janice Roberts

At the 8th Annual FISA Conference held at the Sandton Convention Centre on 20 September, the annual FISA Chairperson’s Award was handed to Nico Botha of Stellenbosch Trustees and Trust Limited.
28 Sep 2018

Winner of the Top FPSA® Candidate Award 2017 announced

By Janice Roberts

Fiduciary award winner Ms René Kotzé of PSG Wealth in Pretoria received the Top FPSA® Candidate Award 2017 at the 8th Annual FISA Conference in Sandton on 20 September 2018.
19 Sep 2018

Why Won’t you get a Will?

By Janice Roberts

By Remay de Kock, Legal Adviser at BDO Wealth Advisers.  During the past few years I have spent many hours convincing clients on the importance of a Will. Although my clients are my main concern, I spent many an hour inside my organisation to ensure that my colleagues also realise the importance thereof. But, I...