You are currently viewing our desktop site, do you want to download our app instead?
Moneyweb Android App Moneyweb iOS App Moneyweb Mobile Web App
Home    Q&A    Estate planning
Showing filtered results for
Q&A Topics > Estate planning

How can I ensure my life policies and pension get paid into a testamentary trust?

9 Feb 2021
There's no perfect solution, but here are some options....

Can a parent claim for a loan repayment against their child’s joint estate?

12 Jan 2021
She married in community of property and is now getting divorced.

Can I set up a trust fund to pay for my mentally impaired child’s needs?

19 Nov 2020
And can I choose a non-profit organisation as trustee of the fund?

How do we amend an inter-vivos trust amid lockdown restrictions?

30 Sep 2020
With Covid-19 travel limitations there is no way we can get the necessary documents originally signed by my son.

If a minor inherits immovable property, can it be managed by their guardian?

9 Sep 2020
And how many immovable properties can be bequeathed without needing to pay transfer duty?

What are the tax implications of my business making donations to a trust?

1 Sep 2020
Before making donations from funds in your CC, make your tax-deductible contribution to a retirement fund.

When I die, will stocks held in a US stock exchange through a UK bank be regarded as US or UK assets?

12 Aug 2020
The location of the asset, not the stockbroking account, is what counts.

What are the tax implications of transferring a farm into a company?

4 Aug 2020
The first consideration is how the transfer will be effected.

Is the value of a living annuity included in the calculation of executors’ fees?

30 Jul 2020
The only instance where such fees may be charged is where no beneficiary is nominated to the living annuity.

What is the most effective way to move a company into a trust?

15 Jul 2020
There are various options, and many factors to consider when dealing with the transfer of assets.

Are the fees charged by testamentary trustees legislated?

2 Jul 2020
And what constitutes a dereliction of duty by these trustees?

Should my mom purchase a retirement property using a trust?

12 Mar 2020
The decision will have to take into account various factors particular to both the individual and the larger family.

Trusts: do I have funds due to me as a beneficiary?

2 Sep 2019
Sign a letter of authority and send it to all investment providers to ascertain if there are any investments in your name.

Die noodsaak van testamentêre trusts in boedelbeplanning

27 Jul 2018
Angelique Visser- direkteur, Baraza Wealth & Louis van Vuren - uitvoerende hoof, Fidusiêre Instituut van Suider Afrika & Magnus Heystek – beleggingstrateeg, Brenthurst Wealth

Which is a better option for a 71-year old: fixed deposit or stick to unit trusts?

25 Jun 2018
My flexible investment has taken a big knock and I am very worried as I am now digging into my capital.
Moneyweb Insider INSIDERPRO
R1750pm

For financial professionals. Moneyweb's Insider Pro subscription will allow you to promote your financial services to the Moneyweb community.

This subscription includes a
Click an Advisor profile on Moneyweb.co.za.
INSIDER SUBSCRIPTIONS APP VIDEOS RADIO / PODCASTS SHOP OFFERS WEBINARS NEWSLETTERS TRENDING PORTFOLIO TOOL CPD HUB

Follow us:

Search Articles: Advanced Search
Click a Company: