Daily Maverick Articles #estate duty

Are you liable for estate duty should you pass away, and if so, do you have a comprehensive plan with tailored structures in place to take care of it? Let's break it down together and crack the code on estate duty.

Transferring assets into your children's names before you die can have lots of unintended consequences.

A clever structure can save you lots of money and hassle when it comes to offshore assets.

It is always a good idea to get an executor and financial planner to look at your will and calculate the costs of implementing it.

Taking the time to have your affairs put in place will bear fruit when the time comes for a plan to be put into action, and your loved ones will thank you for it. Let's sit and talk about the implications on intestate succession, and the impact it could have on the economic health of your nearest and dearest.

A question I've been asked recently is about the costs relating to the handing over of property that is bequeathed to a family member in a loved one's estate. Let's unpack this loaded situation together so that you know what the better angle is if you should end up in a similar position.

Sometimes in life the things we do could end up biting us where it hurts, and in the world of finances it's unforgiving. Here are a few things to consider when you draw up your will to avoid a snowball effect that could lead to impending disaster.

We all work with the intention of retiring as comfortably as possible, but we often come across a few obstacles and worries, one of which being the question regarding the tax in relation to retirement savings. Let's take some time and discuss how you can navigate your way through this, from the implications regarding estate duty, to considering a combination of different annuity types.