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Articles tagged as "Estate planning"

Insights categories - Personal investing

The three essentials of estate planning

By Felicia Hlophe on 13 Sep 2024

Reading time: 5 mins

Dying without having a valid will in place is a sure recipe for family conflict. Yet, according to statistics from the High Court, 85% of South Africans don'...

Insights categories - Offshore investing

How to invest offshore with Allan Gray – and allow for the transfer of wealth

By Julie Campbell on 02 May 2024

Reading time: 11 mins

Investing offshore is an important way to diversify your portfolio, spread your risk and get access to companies and industries not available locally. Julie...

Insights categories - Personal investing

What happens to your minor children when you die?

By Felicia Hlophe on 28 Jul 2022

Reading time: 11 mins

While undoubtedly the worst-case scenario to consider, as parents, we need to make sure our children’s needs are accounted for in the tragic event of our...

Insights categories - Personal investing

National Wills Week: Time to review your will

By Mlulami Nxele on 16 Sep 2019

Reading time: 4 mins

National Wills Week, which takes place between 16 and 20 September, is the perfect opportunity to review your will, or get a will drafted for free.

Insights categories - Personal investing

Don't let your hard-earned savings go unclaimed

By Tim Molloy on 29 Jul 2019

Reading time: 7 mins

According to reports, more than R17bn lies potentially unclaimed in unit trusts and policies. Tim Molloy explains how you can ensure this doesn’t happen to...

Insights categories - Personal investing

Prioritise your dependants and loved ones during National Wills Week

By Sonja Smit on 17 Sep 2018

Reading time: 10 mins

It’s National Wills week from the 17-21 September 2018 – consider taking advantage of the offer from a participating attorney to get your Last Will and...

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