Private Client TrustSep 11, 20192 minWHO SHOULD BE APPOINTED AS YOUR EXECUTOR?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...
Private Client TrustJul 6, 20183 minA Living Will - speaks for you when you are no longer able toMany people think a Living Will is not something they need unless they reach senior citizen age. However, this could not be further from...
Private Client TrustFeb 1, 20182 minThe digital age and passwords – is your executor equipped to handle your affairs?The digital age is upon us and no aspect of life – or death - remains unaffected. In the “good old” days most information sharing was...
Private Client TrustJan 12, 20182 minEstate Planning is not just for baby boomersEstate planning is all too often regarded as something that only the elderly, well off person should be thinking about. However, estate...
Private Client TrustMay 12, 20173 minInherited wealth is not an easy windfallMany 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...
Private Client TrustFeb 2, 20172 minTHE IMPORTANCE OF LIQUIDITY IN YOUR ESTATEWe are often reminded that estate planning is an ongoing process rather than an event but an aspect of the planning frequently overlooked...
International AdvisorOct 19, 20161 minPCH shine at the International Adviser Best Practice Adviser Awards 2016.The categories ranged across excellence in Business Transformation, Professional Development, Client Service, Use of Technology, Social...
David KnottAug 5, 20163 minThe effects of out of date or poorly thought out willsBuying insurance, and drafting and updating your Will, can be put next to each other on the list of things that we don’t really want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...
David KnottFeb 5, 20162 minIs your Will worth the paper it is written onSouth Africans have always believed that they enjoy total freedom of testation – unlike many other countries where legislation imposes...