All trustees to play an active roll Trusts are often trusts in name only, with an essential principle of trust law, namely the independence of trustees, neglected (Tijmstra v Blunt-Mackenzie case of 2002). It is, therefore, important to note that all trustees are...

In the recent High Court judgment of Knuttel NO and Others v Shana and Others (GJ) (unreported case no 38683/2020, 27-8-2021) (Katzew AJ), the court had to decide whether the rules related to the commissioning of affidavits could be relaxed in certain circumstances....

Gauteng High Court (Johannesburg) Judge Fiona Dippenaar has considered the better quality of life and opportunities in a foreign country in her decision to rule against a father who sought to scupper his five-year-old daughter’s imminent emigration with her mother....

This is a useful article by Phia van der Spuy dealing with this topic:   Trustees should act in the best interests of all the beneficiaries, in line with the terms of the trust instrument. In the Griessel v de Kock case of 2019 the Court held that the “role of a...

Our local markets have responded well to a relatively positive medium term budget statement Source: FNB  

FISA issued the below press release today, 21 October 2021 Comment on the Master’s Office by the Fiduciary Institute of Southern Africa (FISA) The public should be aware that there is an unprecedented backlog at the Master’s Offices countrywide. There are however some...

Yesterday saw pleasing positive movements in the local markets, particularly in Resourses and in Mineralsa and Mining.

In many instances, it may make sense to utilise existing trusts as part of your legacy plan. Your assets can be bequeathed to an existing trust – if the trust instrument allows for it. If this is the case, the trustees of that trust have to be specifically empowered...

We are participating again in the National Wills Week   Contact us during the week of 13 – 17 September 2021 and we will draft or update your basic Will at no charge