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The curious case of the lesser seen funding mechanism
- 19th July 2022
- Posted by: Wealth Succession
- Category: Trusts
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Trusts are fantastically peculiar and continue to confound jurists and legal scholars and have been doing so for hundreds of years.
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The name is Bond, Mortgage Bond
- 19th January 2022
- Posted by: Wealth Succession
- Category: Estate Planning
In Roman Times, an heir could receive a nasty surprise when the will of a deceased parent was read. In Roman Times, an heir could inherit a parent’s debt.
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Succession SA – The Guardians of your Legacy
- 25th November 2021
- Posted by: Wealth Succession
- Categories: Estate Planning, Succession Planning
Every man, in proportion to his virtue, considers himself, with respect to the great community of mankind, as the steward and guardian of their interest in the property which he chances to possess.
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Succession SA – The Living Will – a modern Deus ex Machina
- 8th October 2021
- Posted by: Wealth Succession
- Categories: Estate Planning, Succession Planning
In many Ancient Greek and Roman tragedies, the dramatist introduced a “god” to resolve complicated or seemingly hopeless situations.
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Succession SA – Dying without a valid Will
- 8th October 2021
- Posted by: Wealth Succession
- Categories: Estate Planning, Succession Planning
“Oh, the shock and horror”, laments the social media darling to her gasping social media audience. “If you die without a Will, the big-bad-wolf Government will take all you have, including your children”. Hurry to the business I am promoting so selflessly to you and save your wealth and save your children.”
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Succession SA – Nailing the Succession Game
- 7th October 2021
- Posted by: Wealth Succession
- Category: Succession Planning
Countless articles have been written, videos made, lectures and talks given on succession, succession in the context of estate planning, Wills, and the administration of deceased estates, but many people still do not know what they need to plan for.
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Common Misconceptions of Permanent Life Partnerships
- 9th December 2020
- Posted by: Wealth Succession
- Category: Estate Planning
For many people, love, laughter and happily ever after can exist without the big white dress and the church bells ringing. In fact, for many modern couples, living together as man and wife no longer requires a formal marriage being entered.
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Pursuing Fair
- 20th August 2020
- Posted by: Wealth Succession
- Category: Estate Planning
A perceived honest commitment to pursue fairness plays a massive role in the acceptance of the outcome. Even unpopular decisions would survive a fairness test when there was an intellectually honest commitment to fairness.
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South Africa Exchange Control Has the magic moment arrived?
- 7th August 2020
- Posted by: Wealth Succession
- Category: Financial News
Circular 2/2020 published on the 27th of February 2020 by the Financial Surveillance Department of the South African Reserve Bank, caused a ripple of excitement for those of us who have been working under the confines of Exchange Control for our entire professional lives.
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An on-off Relationship of Trust
- 7th August 2020
- Posted by: Wealth Succession
- Category: Trusts
South Africans have had a love-hate relationship with Trusts for the longest time. We love the protection it provides against the wrath of a spouse, the greed of SARS and the persecution of creditors. But we hate the costs and admin associated with it, the loss of control and erosion of the tax benefits we enjoyed in the recent past.
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