A trust is not only a family wealth tool. In South Africa, many entrepreneurs use business trusts to hold and operate commercial assets, share ownership among family members or partners, and plan for succession. Done well, a business trust can support growth and...
The following tax limits are effective immediately. The Single Discretionary Allowance (SDA) for individuals increased from R1 000 000 to R2 000 000. The following tax limits are adjusted with effect from 1 March 2026. The annual...
A living will is one of the most compassionate documents you can create for your family. It tells doctors and loved ones what medical treatment you do or do not want if you cannot speak for yourself. Unlike a Last Will and Testament, which deals with money and...
When someone in South Africa loses the ability to manage their own finances, families often discover that a standard power of attorney no longer works. Banks refuse instructions, bills pile up, and essential assets cannot be sold or maintained. In complex or...
A power of attorney is one of the most familiar legal tools for handling day-to-day admin when you cannot be present. In South Africa it allows a trusted person to act in your name for clearly defined tasks, from signing a sale agreement to managing a bank transaction...
A minor’s trust is one of the most practical tools in South African estate planning. It allows you to leave money or property to a child without handing full control to them before they are ready. Instead, independent adults called trustees manage the assets in the...