Articles of Interest

Stay informed with topics that matter in the world of estate planning and fiduciary services.

Landbouweekblad: Let op dié boedelaspekte - 2024/12/26

Rapport: Ons groet – met ‘n nuwe begin - 2024/12/22

Personal Finance: Essential trust management steps for 2025 - 2024/12/14

Rapport: Kersvader – hoe lyk dit met geen belasting? - 2024/12/08

Moneyweb: Efforts to streamline registration of deceased estates have little impact - 2024/12/04

RSG: Die Meester se kantoor is op sy knieë - 2024/12/03

Moneyweb: The winding up of estates in SA is in shambles - 2024/12/02

Rapport: Skelm skemas – kyk ook na binne - 2024/12/01

News24: How do I know if I am the beneficiary in a will? - 2024/11/30

Moneyweb: Government printers printing again - 2024/11/26

Rapport: Aanwas in die huwelik – hier is wat kan haak - 2024/11/24

Rapport: Aftrede – neem ‘n les by Ruda Landman - 2024/11/17

IOL: Business Report- What you need to know about inheriting firearms in South Africa - 2024/11/16

Personal Finance: Understanding the impact of South Africa’s greylisting on trustees and service providers - 2024/11/15

IOL: Trustworthy - Master’s call to action to have South Africa removed from greylist - 2024/11/11

Rapport: Geldwolwe teer op gierigheid - 2024/11/10

Rapport: Testament – dít is baie belangrik - 2024/11/03

RSG Geldsake: Trustees moet spring, of boetes en tronkstraf kan volg - 2024/10/31

Landbouweekblad: Boedelbeplanning – onetiese optrede wek kommer - 2024/10/31

IOL: Deadline approaches for South African trustees to submit Beneficial Ownership information - 2024/10/20

Rapport: Lewende annuïteite by dood – benoem beslis! - 2024/10/20

Rapport: Hoe werk proses met UAs en taks - 2024/10/13

Rapport: Aftreegeld – dis tot die dood toe - 2024/10/06

Citywire podcast: With wills in the digital age, there is not always ‘a way’ - 2024/09/30

Rapport: Jou pensioen gewaarborg – lewenslank - 2024/09/29

News24: What to do when someone can no longer manage their finances - 2027/09/22

Rapport: Alles oor lewende annuïteite - 2024/09/22

Smart About Money: Legislation to support people living with dementia is still missing in SA - 2024/09/18

Rapport: Kapitaalwinsbelasting – hier is die slaggate - 2024/09/15

IOL: Catch me if you can – no clean way of dealing with abuse of trusts in a divorce - 2024/09/14

Business Report: Trustee’s role in exiting the greylist - 2024/09/13

IOL: Foreign trust beneficiaries – beware the tax considerations - 2024/09/08

Rapport: Kapitaalwinsbelasting in boedels: só werk dit - 2024/09/08

Landbouweekblad: Vermy probleme met boedel só - 2024/09/05

Accounting SA: Almost D-Day for submission of trust IT3(t)s - 2024/09/01

Rapport: Kry die tweepot ding uit jou kop -
2024/09/01

Veeplaas: Belastingskok by beëindiging van vruggebruik- 2024/09/01

Smart About Money: Even after death – costs, costs?, costs! - 2024/08/27

Rapport: Kort en lank van saambly - 2024/08/25

Citywire: Power of attorney – it is not what you think! - 2024/08/20

Cover: A professional adviser is always the best course of action - 2024/08/19

Rapport: Onderteken testament terwyl jy nog leef - 2024/08/18

Rapport: Tweede huwelike en kinders se erfgeld - 2024/08/04

IOL: The importance of valid trustee resolutions - 2024/08/04

Derebus: Changes in tax residency: Impact on trusts – a South African perspective - 2024/08/01

Netwerk: Hoe gemaak met ‘n minderjarige se erfporsie? - 2024/08/01

Blue Chip: The greatest gift of consolidated investments is peace of mind - 2024/08/01

Rapport: Aftreegeld – Só werk die tweepot stelsel - 2024/07/28

Moneyweb: The impact of Section 7C - 2024/07/26

Rapport: Beplan jou testament rondom jou boedel - 2024/07/21

Rapport: Belê só vir die kleinkinders - 2024/07/14

Landbouweekblad: Boedelkoste, belasting en ander dilemmas by afsterwe - 2024/07/11

Rapport: Spesiale trust doen meer as ‘n volmag - 2024/07/07

IOL: The new trust IT3(t) to be submitted to Sars by September 30 - 2024/07/06

Cover: The intricacies of power of attorney in South Africa - 2024/07/01

Rapport: Aflegging – dis hoe jy moet maak - 30/06/2024

Radio 702: The ins and outs of death taxes
2024/06/27

Rapport: Alles en nog wat oor jou boedel -

2024/06/23

Rapport: 2dehandse polisse as belegging -

2024/06/16

IOL: Solving the trustee conundrum in generational wealth transfer trusts -

2024/06/12

Rapport: Moenie vrees as jy weet jy’t dekking -

2024/06/09

Rapport: Finansiële beplanning – Dood is nie so finaal nie -

2024/06/02

IOL: Trustworthy – Are you aware of possible double taxation as a result of trust distributions? -

2024/06/01

Rapport: Vermy dié slaggate in aanwas-eis -

2024/05/19

Tax Talk: Intergenerational wealth tools -
2024/05/16

IOL: Can someone ‘stand in’ for you as trustee? - 2024/05/13

Opportunity Magazine: Shaping the future of financial planning in SA -

2024/05/01

Rapport: Armoede en ellende is net ‘n oogknip ver -

2024/05/12

Blue Chip: Whom do you trust with your digital information? -

2024/05/01

Blue Chip: The rights of trust beneficiaries -

2024/05/01

Rapport: Voorsien só vir gade na jou dood -

2024/05/05

IOL: Trustee insurance – what is covered? -

2024/05/04

Rapport: ‘Bly en bou…’ maar wat van jou 2deklas-vrou? -

2024/04/29

Veeplaas Tydskrif: Is gelyk altyd gelyk? -

2024/04/25

Rapport: Oplossing vir geldprobleme lyk nie altyd logies- 2024/04/22

Personal Finance: Family trustees risk being left exposed -

2024/04/19

Rapport: Skenkingsbelasting – help jou kind só -

2024/04/15

Citywire: Appointing an administrator for those with impaired capacity- 2024/04/11

Rapport : Lewenspolis - Daar is geen skuiwergat nie -

2024/04/08

IOL: Will my loved ones be taken care of financially when I die?- 2024/04/02

Rapport: Boedelbelasting se slagyster - 2024/03/24

Landbouweekblad: Boedelbeplanning meer as net ‘n polis -

2024/03/18

Personal Finance: Can the independent trustee still provide free services? - 2024/03/18

IOL: Personal Finance: SARS webinar report-back - 2024/03/15

Rapport: Die voor-en nadele van spaarpolisse - 2024/03/15

Moneyweb: The useful role of life policies in estate planning - 2024/03/13

Moneyweb: The unintended consequences of dying intestate - 2024/03/12

Moneyweb: That sneaky tax on death - 2024/03/11

Money Marketing: The fundamental duty of the fiduciary practitioner - 2024/03/06

Rapport: Jongmense – dÍt is hoe ‘n finansiële plan lyk - 2024/03/04

IOL: What exactly is trust administration? - 2024/03/04

Rapport: Versekering – die vrae wat jy moet vra - 2024/02/26

Rapport: Beleggingsplan vir jong mense - 2024/02/19

You magazine: What happens to these investments when you die? - 2024/02/14

Rapport: Maak seker jy verstáán lewenspolisse - 2024/02/12

Accounting SA: 2023 in review and a 2024 preview for trusts - 2024/02/08

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IOL: Do trustees receive the service they require? - 2024/02/04

The acting Chief Master issued a directive dealing with various aspects of deceased estates, including the process to follow to deal with life partnerships.

Rapport: Só werk belasting op kapitaalwinste

SARS presentation on deceased estates