A Will is the single most important document in your estate plan. Yet many South Africans still pass away without one—or with a document that looks like a Will but fails on the technicalities. This guide explains the legal requirements when drafting a will in South...
South Africans often use family trusts to protect assets, provide for children, and manage inter-generational wealth. A common technique is to move assets into a trust by selling them to the trust on credit, or by advancing cash that the trust will repay over time....
No one enjoys thinking about the costs that arise after a death, but careful planning for estate expenses is one of the biggest gifts you can leave your family. In South Africa, the administration of a deceased estate triggers a sequence of fees, taxes, professional...
A well-structured trust can preserve family wealth, protect vulnerable beneficiaries, and deliver tax and governance benefits that last for generations. At the heart of every successful trust is a competent board of trustees. Increasingly in South Africa, that board...
Estate planning is an essential part of managing your wealth and ensuring that your assets are distributed according to your wishes. One of the most significant considerations in estate planning is estate duty, a tax imposed on the estate of a deceased person before...
