The purpose of retirement funds is to save for retirement, but when members die prior to retirement, the purpose changes to provision for those who were dependent on the member at the time of their death.
Blog Archives
45% tax is real: Time to be tax efficient
45% tax is real: Time to be tax efficient
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.
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.
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?
Tagged with: Deceased Estate, Estate planning, Executorship, Will, Winding up a deceased estate
Posted in News, Press Room
Posted in News, Press Room
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.
Tagged with: Death benefits, Estate planning, retirement annuity, retirement fund
Posted in News, Press Room
Posted in News, Press Room
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.
Why a separate will for non-SA assets?
Points to consider why it is important to have a will for your offshore assets.
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.
Tagged with: Estate planning, Investment planning, RA tax deductions, retirement planning
Posted in News, Press Room
Posted in News, Press Room
Reasons to review your will
Exploring the various reasons why your will should be regularly reviewed.
