Seven Reasons Why You Need an Antenuptial Contract
Planning a wedding is one of the most exciting times in a person’s life. Between choosing flower arrangements, sampling cakes, and finalising the guest list, it is easy to let financial conversations fall by the wayside. However, discussing how you and your future spouse will manage your money, assets, and liabilities is critical for a […]
Succession Reviews: Why Your Business Plan Needs a Regular Check-Up
Protecting a family business requires a succession plan that evolves alongside changing tax legislation and family dynamics. However, according to a feature published in March 2026 in Accountancy SA, the South African Institute of Chartered Accountants’ publication, a reported 60% of South African family-owned businesses still have no formal succession plan. Even when succession plans […]
How Does a Special Needs Trust Work in a Will?
If you have a child, sibling, or other dependent with a permanent physical or mental disability, one of the most important estate planning decisions you can make is how they will be financially cared for once you’re no longer able to manage things yourself. A special needs trust, set up through your will, is the […]
Estate Planning in a Second Marriage: What a Will Alone Cannot Resolve
A second marriage introduces a layer of legal and financial complexity that most couples underestimate. When both parties bring children, assets, and, in many cases, prior divorce settlements into a new union, the standard estate planning question shifts from “who gets what?” to “what does the law say happens first?” The answer depends heavily on […]
Estate planning in South Africa: Essential questions answered
Estate planning is a critical part of financial planning, yet it often gets overlooked. This process involves drafting a will, assigning assets to beneficiaries, and understanding how a deceased estate will be administered. To shed light on this topic, here are answers to some frequently asked questions about estate planning that might assist in helping […]
Estate planning for young adults
It is very important for you to plan your estate, which could include a living will, a last will and a living trust. This can help families prepare for difficult times when you are no longer around to assist or advise them. Our lives get busier and more complicated by the day, so estate planning […]
PLANNING YOUR ESTATE AS NEWLYWEDS
For newlyweds, one of the most important tasks to attend to is estate planning. The estate planning will depend on what the couple wants and what form of marriage they are in. It is therefore important to keep the following in mind when planning the years ahead together. Marriage in community of property There is […]
PLANNING YOUR ESTATE AS NEWLYWEDS
For newlyweds, one of the most important tasks to attend to is estate planning. The estate planning will depend on what the couple wants and what form of marriage they are in. It is therefore important to keep the following in mind when planning the years ahead together. Marriage in community of property There is […]
WHAT YOU NEED TO KNOW ABOUT ESTATE PLANNING
The main aim of planning your estate is to ensure that as much of the accumulated wealth is utilised for your own benefit and for the benefit of your dependents on your death. What is estate planning? “Estate planning” has been defined as the process of creating and managing a programme that is designed to: […]
WHAT YOU NEED TO KNOW ABOUT ESTATE PLANNING
The main aim of planning your estate is to ensure that as much of the accumulated wealth is utilised for your own benefit and for the benefit of your dependents on your death. What is estate planning? “Estate planning” has been defined as the process of creating and managing a programme that is designed to: […]