Transferring wealth successfully across generations is one of the most complex challenges facing wealthy families. Research shows that about 70% of wealth transfers fail, not due…

Secure your legacy through estate planning this September

The impact of not having a valid will in place can potentially change your family’s entire future

Navigating estate planning: from pitfalls to peace of mind

If you die without a will, you leave behind chaos, uncertainty and potential drama

It is a decision one imagines the Hollywood star might well have embraced: Marilyn Monroe, according to a new legal ruling, belongs to everybody.

Be aware that retirement annuities, pension, provident and preservation funds differ from other investments.

About 160 000 South African income earners die every year and another 52 000 suffer total and permanent disability.

Nisha Ramnath of BoE Private Clients says there are key points to consider when planning your estate.

Make sure you appoint a trustworthy agent, writes Maya Fisher-French.

In trying to encourage South Africans to save, the Treasury has realised that it has unintentionally opened a loophole in the country’s tax laws.

There are four essential documents needed to protect your family when you die, writes Maya Fisher-French.