6 Estate Planning Tips

In the wake of the 2018 budget, there are recent changes that could affect your estate, especially with regards to paying VAT, Master’s fees and estate duty. Here’s a quick snapshot! The good news is that executor’s fees remain at 3.5% of your total assets, plus VAT. However, as you’re likely all too aware...

A woman's will

Happy Women’s Day for tomorrow! In celebration of Women’s Month I wanted to share an article that focuses specifically on a financial planning aspect that is often overlooked for women. Recently, the Fiduciary Institute of Southern Africa (Fisa) discussed some important financial planning considerations for women that highlighted the need for an up-to-date will....

Will you be misunderstood?

Wills need to be worded very carefully to avoid confusion and misunderstanding during an already emotionally difficult time (and especially so when leaving property behind). Intentions can be easily misconstrued when layman rhetoric is interpreted in a legal manner. Even fairly straightforward sounding clauses can be interpreted differently. When it comes to property, you...

Scroll to top