Sars has its eye on the application of attribution rules in trusts
Trusts that have failed to comply with the rules are exposed to penalties and fines.
Estate Planning
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
The adviser’s role in helping to create a lasting financial legacy
In tough times, it is important to think of your family’s future, and nothing says ‘prepared’ better than drafting your will timeously, planning your estate and leaving a proper wealth succession plan. 1Life launches its latest estate planning product offering.
Beneficiary nomination updates and crypto assets in a will
New trends call for new requirements. Help your clients to fulfil their wishes when the time comes.
Estate planning should be a continuous process of managing your assets and liabilities
Estate planning involves structuring and managing your assets while you are alive and putting measures in place to ensure your wishes are carried out after you pass away. It also ensures that there […]
Increased public interest in wills
Santam Trust says it is seeing an increased demand for wills among demographics that, traditionally, have not been interested in estate planning. Its experience confirms the results of a study by Brand Atlas […]
Check in with client to ensure their affairs are still in order
As the number of COVID-19 infections in South Africa spikes again, and everyone eagerly awaits the vaccine, people are more focused than usual on their own mortality. This highlights the importance of ensuring […]
National Wills Week – Increasing need for cross-border estate planning
As we observe National Wills Week this week, it is a good time to consider how cross-border estate planning is factored in – especially for wealthier South Africans who are increasingly looking to […]
National Wills Week – Increasing need for cross-border estate planning
As we observe National Wills Week this week, it is a good time to consider how cross-border estate planning is factored in – especially for wealthier South Africans who are increasingly looking to […]
