Helderberg SPW
Corked or creamy: should you invest in wine?Date: 27/03/2020
If local wines are fetching top prices at auction, does it follow that wine makes a good investment? Sceptics and believers ...
No strings attached: why the wealthy are rentingDate: 15/01/2020
In this access-and-experience-over-ownership generation, there are more start-ups servicing the rental rather than ownership ...
The independent trustee: Why the big fuss?Date: 13/10/2018
Some offices of the Master of the High Court (‘the Master’) refuses to register newly created South African trusts if there ...
Think out of the box to construct your portfolioDate: 16/03/2018
Just as the sales of clothes are driven by fashions and fads, the performance of assets and asset classes are often driven by ...
Trusts for protection: How to make sure it happensDate: 08/11/2015
Trusts may appear complex, but they can offer a host of benefits ranging from asset protection to estate planning and asset ...
Don’t overreact in times of political fluxDate: 17/10/2015
South Africa is in a state of flux, which will probably continue for another year at least. We need to prepare ourselves for ...
Leave a lasting legacy: charitable bequestsDate: 12/08/2015
Charitable bequests are an easy and effective way to leave a lasting legacy etched in the minds and hearts of others ...
Foreign assets and your willDate: 03/08/2015
Your foreign assets may be subject to foreign laws with unforeseen consequences for your heirs.
Maintenance obligations: how it affects your Will and estateDate: 08/07/2015
When does the obligation to pay maintenance to children and former spouses end? This is a vital consideration often overlooked ...
Your Will could be out of date – find out whyDate: 11/06/2015
You recall signing a Will and the original is at your bank for safekeeping where your family can access it should something ...
Why a separate Will for non-SA assets?Date: 09/06/2015
Due to the ongoing steady relaxation in exchange controls, you probably already have assets outside SA or are contemplating ...
Deceased estates: what you need to knowDate: 12/05/2015
Ken Newport says, “A well-structured Will can save stress, taxes and confusion.”
Do nervous investors pay a premium for predictability?Date: 12/05/2015
One can generally put local shares in two baskets: those that deliver a steady or a predictable profit stream and those that grow
Cancelling a loan in your WillDate: 21/04/2015
From the beginning of March the cancelling of loans in your will no longer triggers capital gains tax.
Marital regimes - who inheritsDate: 06/10/2014
If you are in a life partnership, consult your Fiduciary Specialist to ensure your partner does inherit and your wishes are ...
Avoid tax surprises when emigratingDate: 19/08/2014
Many South African taxpayers are unaware of the tax consequences of emigration. Here’s what you need to know.
