Show Article with tag "estate planning"

Understanding Estate Planning in South Africa for Millennials As our lives become more complex, so do our financial and personal affairs. For millennials in South Africa, the concept of estate planning might seem far off, yet it’s a crucial step in securing your future and protecting your loved ones. This guide will explore the essentials […]

How to Navigate Estate Duty & Capital Gains Tax When Inheriting Property Inheriting property can be both a blessing and a challenge. While it allows you to gain valuable assets, it also comes with financial responsibilities, including understanding Estate Duty and Capital Gains Tax (CGT) in South Africa. This comprehensive guide will help you navigate […]

Succession & Wills: How to Legally Plan Your Estate in South Africa Planning your estate is one of the most crucial responsibilities you can undertake to ensure that your wishes are followed and your loved ones are cared for after your passing. In South Africa, understanding the legal framework surrounding succession and wills is essential […]

Simple Steps to Write a Will That Actually Works Writing a will may seem like a daunting task, but it’s an essential part of planning for your future and ensuring that your loved ones are taken care of after you pass. A well-crafted will not only reflects your wishes but also helps to avoid potential […]

Finance Tips for Retirees in South Africa 2025 As the landscape of retirement evolves, it’s essential for retirees in South Africa to stay informed about managing their finances effectively. With increasing life expectancies and fluctuating economic conditions, retirees must adopt savvy finance strategies to ensure financial stability and peace of mind. Here, we explore crucial […]