This article, on the estate duty consequences of credit life insurance policies, first appeared in the May issue of the Insurance and Tax Journal. It is based on a question from one of last year’s FISA exam papers and is written by Franscois van Gijsen, FPSA® and CFP® , Director: Legal of Finlac Risk & Legal Management (Pty) Limited, and Nico van Gijsen, FPSA® and CFP®, Managing Director of Finlac Risk & Legal Management (Pty) Limited.
The Estate Duty Consequences of Credit Life Insurance Policies[1]