Maya Fisher-French writes in City Press about the mounting frustrations experienced in the winding up of deceased estates.
Tag: deceased estates
Sunday Times – Money. Liquidity in your estate.
Make sure you have liquidity in your estate.
NEW SARS standard operating procedure (SOP) in deceased estates
New SARS standard operating procedure in deceased estates
NEW deceased estates process from FNB
FNB has published a new process for certificates of balance and other matters relating to deceased estates of FNB clients
Landbouweekblad: Twee boedels by aanwas-eis
Nico van Gijsen skryf oor boedelbeplanning vir Landbouweekblad. Nico is ‘n lid van FISA en besturende direkteur van Finlac. Twee boedels by aanwas-eis
Personal Finance : Debt settlement in a deceased estate
In this article by Martin Hesse of Personal Finance, FISA contributes to the discussion on settlement of debt in a deceased estate, as well as the duties of an executor.…
Moneyweb – Davis Tax Committee – estate duty
On 24 August the Davis Tax Committee published its Second Interim Report on Estate Duty. Louis van Vuren, FISA CEO, contributed to this article by Moneyweb’s Inge Lamprecht. Estate duty…
Mail & Guardian: Fiduciary questions answered by FISA
Ronel Williams, FISA Chairperson and Fiduciary Specialist at Nedbank Private Wealth, answered questions from the Mail & Guardian on how to prepare for death. M&G 13 November 2015
Leadership Magazine: UFS Centre for Financial Planning Law
Court case: Insolvent deceased estate
The court case below deals with an insolvent deceased estate. Body Corporate of Redberry Park v Sikude NO [2015] ZAKZDHC 51
You magazine: Wills
You magazine discusses Wills – “When Wills turn into a headache” and gives FISA as a useful source of information and help. You 10 September 2015
Money Marketing – English estates – what is 'resealing'?
Oliver Phipps, FISA member, Solicitor and Associate at Lester Aldridge in England, discusses the process of ‘resealing’ in relation to English estates. Read the article here: Money Marketing June 2015
Court case: Nedbank Ltd vs Steyn
Please read the below judgement by the Supreme Court of Appeals in relation to a claim by a bank against a deceased estate. Nedbank v Steyn – Claim by bank…
You/Huisgenoot 5 March 2015: You pay less for estates
Letitia Watson, financial journalist, writes about the changes to the Administraton of Estates Act in You and Huisgenoot. She quotes Erik Troost of AM Trust in Paarl, a FISA member.…
Personal Finance 13.12.2014 – Sidepockets in deceased estates
Personal Finance wrote on the effect of sidepockets, post ABIL, in deceased estates and quoted Alfie Bester, a member of FISA and Fiduciary Specialist at Legacy Fiduciary Services & Estate…
Money Marketing 31 October 2012
Graham McPherson, managing member of Zentrust and FISA member, wrote the below column for Money Marketing on cash shortfalls in deceased estates. Fiduciary Matters 31 Oct 2012
Moneywebtax.co.za: Deceased estates – tax returns 31 December 2012
Angelique Visser, Chairperson of FISA, spoke to Moneywebtax.co.za about the need for employers to issue prompt documents so that executors can avoid delays in winding up estates. Deceased estates -…
News: SABC3 TV – 75% of South Africans die intestate
The below clip was flighted on SABC3 TV during the lunchtime business news bulletin. A TV crew filmed part of the proceedings of the FISA Council meeting in Port Elizabeth…
Sake24: 27 Oktober 2012
Read the below Q&A on executors’ fees, with the answer provided by Laurette Koen, fiduciary specialist with PSG Konsult Trust: Sake24 Beeld, Volkslbad, Burger 27 October 2012
Personal Finance magazine Q4: 10 things to take care of before you die
The latest Personal Finance magazine lists 10 things to take care of before you die. FISA made input into this article regarding Wills and other fiduciary matters and Personal Finance…
Court case: Sale by the executor of an interest in a close corporation
Read the below recent court case in the matter of Livanos v Oates, regarding a sale by the executor of an interest in a close corporation. Livanos NO & others…
Court decision: Ruling on prescription
Read the below decison of 22 February 2012 in the South Gauteng High Court relating to prescription of an executor appointment. BD Wegerle and Insurance[1]
Business Times Money 5 February 2012: Unblocking those estate bottlenecks
In last week’s Sunday Times Business Times Money, Brendan Peacock advised readers on how to follow up estate bottlenecks. Sunday Times Money 5 Feb 2012
FISA on CNBCAfrica
Cheryl Howard, MD of Cheryl Howard & Associates and FISA Council Member, was on CNBCAfrica recently. View the below links to see the interview with her on Jeremy Mansfield’s show,…