Blog Archives

45% tax is real: Time to be tax efficient

45% tax is real: Time to be tax efficient

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Estate planning: where do we stand?

The Davis Tax Committee will review the estate duty system this year, which could mean substantial changes are in the making. Professor Lester, a member of the committee, looks at some of the issues taxpayers should consider when devising an estate plan.

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Are RAs deserving of bad publicity?

Other than the obvious merits of providing an income in retirement, retirement annuities are also one of the most tax efficient investments available.

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Will you be my agent?

We all know the basics of wills – why they are important, who should draft them and what can happen if you don’t have one. But what actually happens when the estate has to be administered?

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What happens to your retirement fund benefits when you die?

It is important for retirement fund members to understand what happens to their retirement benefits when they die to reduce any potential burden on their dependants and/or beneficiaries.

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Marriage and estate planning

A client’s marital status and marital property regime impact on almost every aspect of his or her estate and financial planning.

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Why a separate will for non-SA assets?

Points to consider why it is important to have a will for your offshore assets.

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The basic philosophy of investment and retirement, and estate planning: 2013

Matthew Lester discusses National Treasury’s outlook for South Africa and a basic philosophy to deal with challenges facing investment, retirement and estate planning.

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Reasons to review your will

Exploring the various reasons why your will should be regularly reviewed.

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The investment objective of the STANLIB Global Property Feeder Fund is to maximise long term total return, both capital and income growth.