Who needs to do Estate Planning?

Estate Planning Financial Planning

Where you are “at” in life, will determine your strategic plan for your estate, and which techniques to use in order to implement in the plan. Each plan will be unique and structured according to an estate planner’s own unique set of circumstances, goals and objectives, and reviewed regularly to take account of personal and legislative changes.

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Trusts - What are the Liabilities of Trustees

Estate Planning Financial Planning

Trusts have recently come under the spotlight from a SARS perspective. With the recent amendments, it is important for a trustee to fully understand their role and responsibilities.

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What to consider when preparing your Last Will & Testament

Estate Planning Financial Planning

Having a Will is arguably one of the most important things you can do for yourself and your family. Not only can a Will legally protect your family and assets, it also gives you the comfort of knowing that the rewards of your life’s work will be distributed and managed according to your wishes, once you have passed on.

Read More

The Davis Tax Committee releases its final report on Estate Duty

Estate Planning Tax
Read More

Expected changes to taxation relating to local trusts.

Estate Planning Financial Planning Tax Uncategorized
Read More

Who needs to do Estate Planning?

Estate Planning Financial Planning

Where you are “at” in life, will determine your strategic plan for your estate, and which techniques to use in order to implement in the plan. Each plan will be unique and structured according to an estate planner’s own unique set of circumstances, goals and objectives, and reviewed regularly to take account of personal and legislative changes.

Read More

Trusts - What are the Liabilities of Trustees

Estate Planning Financial Planning

Trusts have recently come under the spotlight from a SARS perspective. With the recent amendments, it is important for a trustee to fully understand their role and responsibilities.

Read More

What to consider when preparing your Last Will & Testament

Estate Planning Financial Planning

Having a Will is arguably one of the most important things you can do for yourself and your family. Not only can a Will legally protect your family and assets, it also gives you the comfort of knowing that the rewards of your life’s work will be distributed and managed according to your wishes, once you have passed on.

Read More

The Davis Tax Committee releases its final report on Estate Duty

Estate Planning Tax
Read More

Expected changes to taxation relating to local trusts.

Estate Planning Financial Planning Tax Uncategorized
Read More