At a glance In this edition, we focus on marriage, marital property regimes and its impact on financial planning. We often find that clients are not aware of the practical impact their marriage regimes have …
Climate Change and the Shifting Landscape of Insurance The insurance industry thrives on predictability, but what happens when unpredictability becomes the new normal? Climate change is no longer a distant concern—it’s a disruptive force shaping …
A distribution from a South African Trust to an Offshore Trust is subject to specific conditions: Trustees must seek tax advice before implementing a trust-to-trust distribution. Given the high volume of inquiries on this matter, …
If you’ve recently acquired property in Greece through inheritance, you might be curious about the governing laws and tax implications. Navigating inheritance procedures from overseas can seem daunting. Below, we address some common queries to …
Trustees are now legally required to capture “beneficial owner” details on the Master’s portal The following were gazetted on Friday, 31 March 2023, 1 day before its effective date, leaving trustees and trust service providers …
Trust donations Individuals may donate up to R 100,000 per annum tax free, to their Trust or dependents. The benefit of this donation is to reduce the personal estate value for Estate Duty purposes. Generally this …
Duties, Risks & Responsibilities of An Executor An executor’s powers, duties and responsibilities commence once the Master of the High Court has issued an official letter confirming his/her appointment as executor. (Letter of Executorship/Authority) DUTIES …
Deceased Estate Administration Services Everything owned by a person who has passed on (deceased) is known as their estate. An estate consists of ‘buckets’ of assets and liabilities. The personal estate comprises assets and liabilities …
Difference between a living will and a last will & testament Sometimes family members face a difficult situation when a decision has to be made about a loved one in circumstances in which they are …
QUERIES REGARDING WILLS EXPLAINED January 2022 Who is competent to make a will? All persons of 16 years and over, unless at the time of making the will he/she is mentally incapable of appreciating the …
