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Home    Q&A    Estate planning
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Q&A Topics > Estate planning

Can the payout of my life insurance policy be deposited into a foreign account?

21 Jul 2021
If your wife still has a local bank account, the proceeds can be transferred to the SA account then sent offshore.

Why can I not make a charity a beneficiary of my retirement annuity?

1 Jun 2021
Primarily because the Pension Funds Act requires that the death benefit be paid to your financial dependants.

Will the proceeds of a life insurance policy be paid to me or the deceased’s estate?

25 May 2021
A direct nomination will go directly to you and generally it is best this way from a cost and efficiency point of view.

What are the tax implications of an inter vivos trust?

11 May 2021
And what should an individual’s net asset value be for such a trust to be effective?

What’s the most tax-efficient way to build wealth through property?

17 Mar 2021
Personal ownership, a trust, or company: there are certain advantages and disadvantages in how you structure your portfolio.

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.
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