B2B Central

Private Client Trust

07 Sep 2023

Global investments: Does one worldwide will suffice?

By Staff Writer

By: Elmien Pols and Sarah Love, Fiduciary Practitioners, Private Client Trust It’s common practice for people to diversify their investments outside of South Africa and to own property offshore. While this is seen as a good Rand hedge, it raises questions about what happens if you die with offshore assets. Are foreign assets covered by...
24 Jun 2020

Ruling from the grave a bad idea

By Staff Writer

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 death and controlling the allocation...
04 Mar 2020

Carefully consider your choice of executor

By Janice Roberts

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.

22 Oct 2019

Beware the 'paint by numbers' will

By Janice Roberts

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, did you check to make...
20 Sep 2019

Wills - keep them simple, and sweet

By Janice Roberts

National Wills Week took place from 16 – 20 September – a time to take stock of your Will and to ensure it is up to date and accurate.  However, South Africans should not only think about their Will for this one week of the year.  It is essential to ensure your Will is up...
16 Sep 2019

Will your business die when you do?

By Janice Roberts

Business life policies, such as a keyman policy or a contingent liability policy, are essential to ensure the long-term survival of your business should something happen to you.
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.
23 Jul 2018

Estate Planning: Death and Marriage go together like a horse and carriage

By Janice Roberts

For most people the words “death” and “marriage” do not belong together in the same conversation. The last thing on people’s minds when they get married and enter into an ante-nuptial contract is death – the focus is usually around possible divorce. Likewise, when planning the affairs around our demise, very few of us would...
08 May 2018

Have you practiced dying?

By Janice Roberts

Have you considered what will happen if you met your demise on the way home from work this evening?
18 May 2017

Leaving funds to a child in your will

By Janice Roberts

It is routine for a parent to leave assets to their children and/or grandchildren. However, unless stipulated clearly in your will, there are several things that can go wrong which will stop your wishes being carried out as you meant them.
29 Oct 2015

Estate planning and divorce

By Janice Roberts

David Knott of Private Client Trust, (the fiduciary services division of Private Client Holdings), and a member of the Fiduciary Institute of South Africa, explains why divorce has a significant impact on estate planning