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Articles tagged as "Estate planning"

Insights categories - Offshore investing

How to invest offshore with Allan Gray – and allow for the transfer of wealth

By Julie Campbell on 02 May 2024

Reading time: 11 mins

Investing offshore is an important way to diversify your portfolio, spread your risk and get access to companies and industries not available locally. Julie...

Insights categories - Personal investing

How to use financial products to enhance estate planning

By Felicia Hlophe on 11 Sep 2023

Reading time: 10 mins

Felicia Hlophe, legal adviser at Allan Gray, summarises four key estate planning principles and explains how some financial products can be used to provide a...

Insights categories - Personal investing

Get your affairs in order during National Wills Week

By Jaya Leibowitz on 09 Sep 2022

Reading time: 12 mins

It is difficult to confront our mortality, but the fact is that we are all going to die one day and leave our loved ones behind. As a result, it is important...

Insights categories - Personal investing

What happens to your minor children when you die?

By Felicia Hlophe on 28 Jul 2022

Reading time: 11 mins

While undoubtedly the worst-case scenario to consider, as parents, we need to make sure our children’s needs are accounted for in the tragic event of our...

Insights categories - Personal investing

Building a legacy: Part 2

By Phiko Peter on 23 Sep 2020

Reading time: 56 mins 32 seconds

Successfully building a legacy for our loved ones hinges on the strategies we put in place to achieve our financial goals. In the second of a two-part Zoom...

Insights categories - Personal investing

Building a legacy: Part 1

By Noluyolo Betela on 15 Sep 2020

Reading time: 6 mins

Achieving financial freedom and building a lasting financial legacy is a goal for many South Africans. In the first of a two-part Zoom webinar, hosted by...

Insights categories - Retirement

How your retirement fund benefits are allocated when you die

By Sonja Smit on 28 Oct 2019

Reading time: 8 mins

The process behind retirement fund death claims is challenging to understand and complex to execute. Sonja Smit discusses how to be better informed as a...

Insights categories - Personal investing

National Wills Week: Time to review your will

By Mlulami Nxele on 16 Sep 2019

Reading time: 4 mins

National Wills Week, which takes place between 16 and 20 September, is the perfect opportunity to review your will, or get a will drafted for free.

Insights categories - Personal investing

Don't let your hard-earned savings go unclaimed

By Tim Molloy on 29 Jul 2019

Reading time: 7 mins

According to reports, more than R17bn lies potentially unclaimed in unit trusts and policies. Tim Molloy explains how you can ensure this doesn’t happen to...

Insights categories - Personal investing

Prioritise your dependants and loved ones during National Wills Week

By Sonja Smit on 17 Sep 2018

Reading time: 10 mins

It’s National Wills week from the 17-21 September 2018 – consider taking advantage of the offer from a participating attorney to get your Last Will and...

Insights categories - Personal investing

Five things to consider when drafting your Will

By Thandi Ngwane on 11 Sep 2017

Reading time: 4 mins

It is said that the only certain things in life are death and taxes. Why is it then that so many of us fail to plan for when these inevitable things meet? In...

Insights categories - Personal investing

Your last Will & testament: Tips to ensure your loved ones are covered

By Thandi Ngwane on 13 Sep 2016

Reading time: 4 mins

What happens to your investments when you die? Will they pass to your loved ones, as you would want? An uncomfortable topic to think about, but one that we a...


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