Articles: Fiduciary Services Insights

Respected author and Advocate David Meyerowitz remarked that “It has been said that the other bank of the River Styx is lined with the shades of dissatisfied...

Most people realise that it is important to have a well put together Will which clearly sets out how your estate is to be divided amongst your beneficiaries ...

Many people think a Living Will is not something they need unless they reach senior citizen age. However, this could not be further from the truth. David Kno...

With the relaxation of South African Foreign Exchange Controls and more investors seeking to diversify risk, many are creating offshore estates. People often...

At dinner parties one often hears of the horrors of dying without a valid Will. How the bulk of the estate was forfeited to the Government; how an excessive ...

Estate planning is all too often regarded as something that only the elderly, well off person should be thinking about. However, estate planning should start...

It is routine for a parent to leave assets to their children and/or grandchildren. However, unless stipulated clearly in your Will, there are several things ...

Many people dream of inheriting a large sum of money. We spend time imagining the cars we will buy, the homes we will live in and the holidays we will take o...

You have worked extremely hard to build a successful business. Sleepless nights over business loans, management issues, staff problems, future goals, marketi...

Many people are unaware of the existence of “domicile” and few understand its implications. This is according to David Knott, a fiduciary expert at Private C...

Buying insurance, and drafting and updating your Will, can be put next to each other on the list of things that we don’t really want to do, and often put off...

South Africans have always believed that they enjoy total freedom of testation – unlike many other countries where legislation imposes forced heir-ship, that...