Family trustees risk being left exposed
Category: Estate Planning
Tech4Law: Fiduciary-related court cases
Fiduciary-related court cases
Rapport: Skenkingsbelasting – help jou kind só
Skenkingsbelasting – help jou kind so
Citywire: Appointing an administrator for those with impaired capacity
Appointing an administrator for those with impaired capacity
Rapport: Lewenspolis: Daar is geen skuiwergat nie
Rapport – Lewenspolis: Daar is geen skuiwergat nie
Rapport: Jooste se boedel: Hof gee dán uitsluitsel
Jooste se boedel: Hof gee dán uitstelsel
Moonstone: Jooste’s death raises questions about the fate of seized assets
Jooste’s death raises questions about the fate of seized assets
iol: Will my loved ones be taken care of financially when I die?
FISA discusses the pros and cons of a testamentary trust vs other financial products for which a testator can make provision in their will in order to esnure that their…
Rapport: Boedelbelasting se slagyster
Boedelbelasting se slagyster
Landbouweekblad: Boedelbeplanning meer as net ‘n polis
Boedelbeplanning meer as net ‘n polis
Netwerk: Wie kyk na hulle wanneer jy weg is?
Angélique Krügel bepaal of u ‘n testamentêre trust of ‘n ander finansiële produk soos ‘n uittree-annuïteit sou gebruik as u na u geliefdes wil omsien wanneer u sterf. Ongeag, maak…
Rapport: Die voor-en nadele van spaarpolisse
In hierdie week se uitgawe van Rapport, kyk Nico van Gijsen na spaarpolisse – die voor- and nadele daarvan. Hy som die bespreking op deur na ‘n paar belangrike punte…
Moneyweb: The useful role of life policies in estate planning
How life policies can be used in estate planning, for example especially when it comes to liquidity needs in a deceased estate.
Moneyweb: That sneaky tax on death
FISA CEO Louis van Vuren talked to Amanda Visser about the use of fiscal drag to increase tax revenue. Essentially this means that that state has not provided inflationary relief…
Money Marketing: The fundamental duty of the fiduciary practitioner
In this article in Money Marketing, FISA National Chairperson, Dr Eben Nel, sets forth the fundamental duty of the fiduciary practitioner.
iol: What exactly is trust administration?
In this trust column, Phia van der Spuy sets out what is involved in trust administration. This can be an onorous task with many complexities and is best undertaken by…
Rapport: Jongmense – dÍt is hoe ‘n finansiële plan lyk
In hierdie week se Rapport kyk Nico van Gijsen na finansiële beplanning for jongmense. Het baie terugvoer ontvang van verlede week se rubriek oor belegging vir jongmense. Nou trek hy…
Rapport: Versekering – die vrae wat jy moet vra
Rapport: Versekering – die vrae wat jy moet vra
Rapport: Beleggingsplan vir jong mense
In hierdie week se Rapport, pak Nico van Gijsen die behoefte vir die jeug om te spaar uit, ideaal vanaf die tyd van hul heel eerste salaristjek.
You magazine: What happens to these investments when you die?
Letitia Watson, the personal finance columnist for You/Huisgenoot/Drum, spoke to FISA CEO Louis van Vuren about what happens to various investments upon death.
Rapport: Maak seker jy verstáán lewenspolisse
In hierdie week se Rapport kyk Nico van Gijsen na die werking van lewenspolisse.
Accounting SA: 2023 in review and a 2024 preview for trusts
Accounting SA magazine runs an overview by Phia van der Spuy of the legislative and regulatory landscape for trusts – how it changed in 2023 and what lies ahead for…
Personal Finance – Do trustees receive the service they require?
Trusts expert Phia van der Spuy unpacks four types of services that boards of trustees require; they should ask themselves which of the services their service providers provide, and obtain…
Rapport: Beplan vir gevreesde siektes
Nico van Gijsen skryf oor beskerming teen gevreesde siektes.