News & Highlights

Common Misconceptions of Permanent Life Partnerships
Estate PlanningFor 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.

Pursuing Fair
Estate PlanningA 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.

South Africa Exchange Control Has the magic moment arrived?
Financial NewsCircular 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.

An on-off Relationship of Trust
TrustsSouth 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.

Financial Advisors – are we playing well with others?
Financial AdvisorsFinancial advisors mostly take the lead on the client engagement in the financial services industry and are therefore at the very forefront of the client experience. They determine whether a client is experiencing a single-minded sale or an emotionally intelligent service.

Buying the Island Dream
Property InvestmentBungy jumping is fun and scary at the same time. Some people would simply ignore any notion of risk and just go for it. Then you have those who will ponder the idea and watch the others do it...
GET IN TOUCH
Office : +27 12 001 2704
Email: info@wealthsuccession.co.za
PRETORIA OFFICE
@Lynnwood, First Floor, Room 7
474 Lynnwood Road,
Lynnwood, Pretoria, 0081
Monday – Friday: 9am to 4pm
NEWS & HIGHLIGHTS
- Well-planned risk coverage is a well-protected legacy 11th September 2025
- Is Your Wealth Working for You? 28th August 2025
- Conversations that Count 28th July 2025
- Mid-year reflections & forward momentum 24th June 2025
SITEMAP
OUR COMMMUNITY
Be Part of Our Community