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Home    Q&A    Estate planning
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When I die, will stocks held in a US stock exchange through a UK bank be regarded as US or UK assets?

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.
Estate planning Investments Personal Finance
What are the tax implications of transferring a farm into a company?

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.
Estate planning Tax
Is the value of a living annuity included in the calculation of executors’ fees?

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.
Estate planning Personal Finance Retirement
What is the most effective way to move a company into a trust?

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.
Estate planning Tax
Are the fees charged by testamentary trustees legislated?

Are the fees charged by testamentary trustees legislated?

2 Jul 2020
And what constitutes a dereliction of duty by these trustees?
Estate planning Personal Finance
Should my mom purchase a retirement property using a trust?

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.
Estate planning Personal Finance Retirement Tax
Trusts: do I have funds due to me as a beneficiary?

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.
Estate planning
Die noodsaak van testamentêre trusts in boedelbeplanning

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

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.
Estate planning Investments Personal Finance Retirement Unit Trusts
Offshore investing: How do I navigate wills and tax?

Offshore investing: How do I navigate wills and tax?

5 Oct 2017
Are there issues with foreign investments in the event of one's death regarding separate wills and executors, estate duty, and insurance wrappers?
Estate planning Investments Tax
Estate planning: Should I transfer my farm to company or trust?

Estate planning: Should I transfer my farm to company or trust?

26 Sep 2017
I'd like to transfer my farm into a vehicle to preserve it for my children. I'm told trusts are tax unfriendly.
Estate planning
How do executor fees work?

How do executor fees work?

29 Aug 2017
In the executor's draft for my late father's estate settlement, are the 3.5% fees from the total assets or the net assets?
Estate planning

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