SA trusts can’t invest offshore via allowances, but may distribute cash to a named offshore trust – subject to SARS/SARB approval and 2024 tax changes.
South Africa is on the cusp of one of the largest intergenerational wealth transfers in its history. With over 30% of high-net-worth individuals (HNWIs) now over the age of 60, the next decade is expected to see trillions of rands passed down to younger generations.
The Family Charter is a powerful, non-legal document that gives families a framework for managing their wealth, values, and vision across generations … and a wonderful tool for creating legacy, unity and generation success
Many South African parents want to help their children settle their bond or get ahead financially. Helping your child pay off their home loan can be a life-changing gesture — but if not structured correctly, it can trigger donations tax, affect your estate, and even increase executor’s fees.
Discover how charitable giving through your Will can reduce estate duty and create a lasting legacy. Learn how to structure bequests to Public Benefit Organisations (PBOs) in a tax-efficient way — ensuring more of your wealth goes to causes you care about, not SARS.
Estate Planning 101 is your 2025 blueprint to safeguarding your financial legacy. Dive into structured strategies for asset management, from leveraging trusts and life insurance to navigating tax optimization and business succession. Create a future-proof plan to ensure your assets are distributed according to your wishes, providing peace of mind for you and your loved ones.
Unlock the potential of Discretionary Trusts! This article explores their extraordinary advantages, helping you safeguard wealth and leave a lasting legacy. Whether you’re protecting family assets, managing finances, or ensuring seamless wealth transfer, discover the hidden benefits of Discretionary Trusts.
What Does Intestate Mean and Why Should You Care? Intestate succession happens when a person passes away without a valid will.The absence of a will brings in its wake numerous challenges, especially when minors are part of the equation. Read more to understand the implications.
Wills Week is more than just a date on your calendar—it’s a wake-up call for all South Africans. This annual event is a golden opportunity to reflect on your estate planning needs and take crucial steps like writing a will.
Making sure you have a valid will is the key building block of any estate plan. Read this ‘how to guide’ to ensure you’ve done it all correctly.
Many South Africans today understand the importance of not only diversifying their assets offshore to hedge against the unique risks we face in this country
