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Wills and Trusts

Marriage and money: What to consider before you tie the knot

Dec 29 2018 10:05

In between the wedding planning, it's crucial to consider what type of marital regime you're entering into before you start your life together.

Wills and Trusts

Top 3 risks to long-term family wealth - report

Dec 25 2018 19:09

The latest research report from family office Stonehage Fleming was compiled through surveys conducted with some 150 families around the world, including SA.

Wills and Trusts

Beware of potential double estate tax on your offshore property

Sep 23 2018 18:18

For South Africans who have invested in offshore property, estate planning can be challenging given the legal and tax frameworks of another country.

Wills and Trusts

Wills drawn up for free during National Wills Week

Sep 13 2018 18:09

South Africans should take advantage of the opportunity to have their wills drafted during this year’s Wills Week from 17 to 21 September.

Wills and Trusts

Trusts: Risky to ignore independent trustee requirements

Aug 02 2018 16:24

In March 2017 the Master’s Office issued a directive stating that all new so-called “family business trusts” must appoint an independent trustee.

Wills and Trusts

VAT, other tax and fee hikes just pushed the cost of dying up massively

Apr 13 2018 17:02

Estate planners and administrators must take note of recent cost increases. Master’s fees, VAT, estate duty, donations tax rates and the cost of dying have increased.

Wills and Trusts

Be aware of foreign estate implications of offshore investments - expert

Jan 26 2018 16:07

Many SA investors diversify risk by creating offshore estates, but often without thinking about the implications if the investor should die, cautions an expert.

Wills and Trusts

Estate planning: Are trusts still effective?

Oct 11 2017 13:30

As a result of recent legislative changes, tax structures set up to avoid or defer donations tax and estate duty may no longer be effective, cautions an expert.

Wills and Trusts

What SA couples can learn from Hugh Hefner's antenuptial contract

Oct 09 2017 19:41

Playboy founder Hugh Hefner had a very strict antenuptial contract with his 30-year-old wife, which reportedly excluded her from inheriting anything from his R593m estate.

Wills and Trusts

How siblings are impacted by collation in a will

Aug 21 2017 17:47

There is a legal principle which, if not specifically excluded from a parent's will, can lead to a laborious “squaring of the books”.

Wills and Trusts

Make sure your will is valid

Jul 07 2017 19:14

Unfortunately, practical experience has taught that a fight is often the case when someone dies, says Hilary Dudley, managing director at Citadel Fiduciary.

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