The three-month rule: how divorce impacts your will
A little-known legal provision can have major consequences for divorced individuals who do not update their wills.
#estateplanning
Video interview: New mutual insurer enters the market
CEO Michele Jennings says glu targets a wider audience with straightforward products and digital innovation.
Common pitfalls in succession planning for small FSPs
The assumption that heirs will smoothly take over a small FSP is often unrealistic. KI requirements, leadership gaps, and legal delays can threaten business continuity.
Avoid getting in a knot if you haven’t tied the knot
Just because you haven’t said “I do” doesn’t mean you can skip the financial planning.
PPS takes its mutual insurance model to the broader SA market
It says the new business division, called glu, provide members with straightforward insurance solutions and profit-sharing.
A widow’s right to sell: surprising legal twist on a longstanding inheritance practice
The High Court addresses a complex dispute, where a testamentary usufruct raised questions about the sale and reinvestment of inherited property.
Why fund members are hesitant to adopt trustee-endorsed annuities
Financial planner Lara Warburton says clients believe trustee-endorsed annuities don’t offer enough flexibility or returns to sustain them through long retirement periods.
Opportunity for young professionals to start their financial journey in the right way
Various financial practices will provide essential insights and guidance to young professionals at an event in Cape Town.
Cohabiting couples: why living together won’t protect your inheritance rights
Common law marriage doesn’t exist in South Africa, leaving cohabiting couples vulnerable in estate and tax matters. A cohabitation or universal partnership agreement can offer crucial financial protection.
The Great Wealth Transfer: financial planning across generations
While most women excel at managing short-term finances, the challenge lies in long-term planning. Breaking through these barriers can unlock the door to wealth creation.
