Tag - will

Am I obliged to leave my estate to my family?

By David Knott of Private Client Trust, the fiduciary services division of Private Client Holdings, and a member of the Fiduciary Institute of South Africa In many countries around the world there are forced heirship laws in place which have evolved over many years of custom before eventually being legislated into law. South Africa has no similar...

All the ins and outs of estate planning

As much as people realise there is a need to ensure they have planned for their family’s financial future after their passing, many do not understand the different aspects of estate planning and the negative impact that a lack of planning can have on their family. Peter Hewett, CFP® and 2014 FPI Financial Planner of the Year winner, shares...

Bequeathing property in your will – how it can go wrong

By David Knott of Private Client Trust, the fiduciary services division of Private Client Holdings, and a member of the Fiduciary Institute of South Africa. When it comes to leaving fixed property to someone in your will, unless you have had professional assistance in the drafting of the will, you may be creating unnecessary complications for...