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

It is highly advisable for the Founder/Donor/Settler of a new trust to ensure that there is a physical transfer of the asset/donation referred to in the trust deed as soon as the trust has been registered with the Master of the High Court and a bank account has been...

  ALL ABOUT TRUSTS: It often happens that trustees do not actively participate in trust matters on an on-going basis – such as when soon-to-be-ex-spouses do not want to face one another in trustee meetings, or when people simply rely on an (invalid) clause in a...

We saw a slight uptick on the local markets yesterday, after a volatile week.

As is sadly all too frequent, wills can trigger family disputes on the death of the testator. An extreme example of this is the Miramar murders which took place in Tapei in 2016; an alleged double murder and suicide resulted in the death of three brothers, all members...

This is a very useful article by Phia van der Spuy and it is important to bear in mind the Transfer Duty implications for the acquirer of immovable property from the Trustees in certain circumstance.   TRANSFER Duty is an indirect tax levied on the acquisition of...

Osman and Others v Nana N.O and Another [2021] ZAGPJHC 47 The deceased (S) died in April 2018, apparently without a valid will. He was a medical doctor. The first respondent (N), one of the daughters of S, was appointed as executor of the deceased estate by the Master...