Estate Planning Considerations for Offshore Investing

Estate Planning is often overlooked when investing offshore.  The webinar below discusses the implications that the death of an investor may have on the assets held within different types of investment products and explores probate, specifically from a South African...

The importance of a will

The 26th to 30th of October marks National Wills Week in South Africa. Wills Week is an annual nationwide initiative that invites people to have basic wills drafted free of charge at any of a number of participating firms across South Africa. You can visit the Law...

How long does it take to finalise a deceased estate?

When a loved one passes away, it’s a difficult and stressful time for those left behind, and administration of the deceased estate can add to the burden – particularly when clients are unaware of how long it may take to finalise the process. When clients don’t...

Do You Have A ‘Business Will’?

Do you, as a business owner, have a will as a personal succession plan? Do you also have a ‘business will’? According to Sanlam’s internal research, two thirds of business owners do not have a ‘business will’ (buy-and-sell arrangement), and for the third...