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 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...
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...
If you haven’t made your will yet, get it done now. Why is that so important and how should you go about it? To answer that let’s debunk a few of the more pervasive myths and misconceptions around those questions – 1. “I’m too young to...
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...
