Why policyholders complained to the short-term ombudsman in 2023

‘Lack of maintenance or wear and tear’ gave rise to most of the disputes in several categories of insurance.

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.

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 […]