Estate Planning Hack: Unlocking the Power of Beneficiary Funds
What if we told you there was an innovative way to care for your kids after you die that doesn’t bother the taxman?
Read on for the lowdown.
NEWSROOM
The Challenges of Investing Offshore without Sound Financial Advice
Death and taxes (idiom) ” Death and taxes ” is a phrase commonly referencing a famous quotation written by American statesman Benjamin Franklin: “Our new Constitution is now established and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.”
Do You Need a Second Will for Your Overseas Assets?
Increasingly, South Africans are acquiring foreign assets – investments, bank accounts, properties and the like. If that applies to you, you’ve no doubt wondered whether your local South African will is enough to cover all your assets globally, or if it only applies to your local assets?
Does Your Debt Die With You?
Unfortunately, your debts don’t just disappear when you die – but they don’t necessarily attach themselves to your loved ones either. Your estate must follow the letter of the law in dealing with all your financial responsibilities before anything is distributed to your heirs.
Introducing Centric Trust Services
We are proud to announce that we have launched a new division from 1 March 2025 called Centric Trust Services.
Estate Planning Hack: Unlocking the Power of Beneficiary Funds
What if we told you there was an innovative way to care for your kids after you die that doesn’t bother the taxman?
Read on for the lowdown.
The Challenges of Investing Offshore without Sound Financial Advice
Death and taxes (idiom) ” Death and taxes ” is a phrase commonly referencing a famous quotation written by American statesman Benjamin Franklin: “Our new Constitution is now established and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.”
Do You Need a Second Will for Your Overseas Assets?
Increasingly, South Africans are acquiring foreign assets – investments, bank accounts, properties and the like. If that applies to you, you’ve no doubt wondered whether your local South African will is enough to cover all your assets globally, or if it only applies to your local assets?
Does Your Debt Die With You?
Unfortunately, your debts don’t just disappear when you die – but they don’t necessarily attach themselves to your loved ones either. Your estate must follow the letter of the law in dealing with all your financial responsibilities before anything is distributed to your heirs.
Introducing Centric Trust Services
We are proud to announce that we have launched a new division from 1 March 2025 called Centric Trust Services.
