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UNINTENDED CONSEQUENCES
The interpretation of a testamentary or will trust is more defined than that of an inter vivos or family trust. The wording of an inter...
PCF
Aug 16, 20203 min read
THE IMPORTANCE OF LIQUIDITY IN YOUR ESTATE
We are often reminded that estate planning is an ongoing process rather than an event but an aspect of the planning frequently overlooked...
PCF
Aug 16, 20202 min read
What happens to your company retirement funds after you die?
Media Release Many companies insist that their employees become members of a pension or provident fund associated with that company....
PCF
Aug 16, 20203 min read
Estate Planning is not just for baby boomers
Estate planning is all too often regarded as something that only the elderly, well off person should be thinking about. However, estate...
PCF
Aug 16, 20202 min read
Will you have enough cash when you or your partner dies?
We are often reminded that estate planning is an ongoing process rather than an event, but an aspect of the planning that is frequently...
PCF
Aug 16, 20203 min read
Inherited wealth is not an easy windfall
Many people dream of inheriting a large sum of money. We spend time imagining the cars we will buy, the homes we will live in and the...
PCF
Aug 16, 20203 min read
Embrace the gift of giving
The adage goes that there is more joy in giving (rather than receiving), and for the high net worth individuals this seems to be true...
PCF
Aug 16, 20202 min read
The effects of out of date or poorly thought out wills
Buying insurance, and drafting and updating your Will, can be put next to each other on the list of things that we don’t really want to...
PCF
Aug 16, 20203 min read
Leaving funds to a child in your Will and how it can go wrong
It is routine for a parent to leave assets to their children and/or grandchildren. However, unless stipulated clearly in your Will, there...
PCF
Aug 16, 20202 min read
PCH shine at the International Adviser Best Practice Adviser Awards 2016.
The categories ranged across excellence in Business Transformation, Professional Development, Client Service, Use of Technology, Social...
PCF
Aug 16, 20201 min read
Inherited wealth is not an easy windfall
Many people dream of inheriting a large sum of money. We spend time imagining the cars we will buy, the homes we will live in and the...
PCF
Aug 16, 20203 min read
THINGS FOR WOMAN TO CONSIDER BEFORE, DURING AND AFTER MARRIAGE
Women of today are more aware than ever that it is important to have control of their own financial affairs, regardless of whether they...
PCF
Aug 16, 20204 min read
Ensuring the survival of a business from one generation to the next
You have worked extremely hard to build a successful business. Sleepless nights over business loans, management issues, staff problems,...
PCF
Aug 16, 20203 min read
The digital age and passwords – is your executor equipped to handle your affairs?
The digital age is upon us and no aspect of life – or death - remains unaffected. In the “good old” days most information sharing was...
PCF
Aug 16, 20202 min read
Volatility and drawing a retirement income
It’s at times like these, when financial markets are shifting and investors nervous, that the shrewd investor realises the true value of...
PCF
Aug 16, 20203 min read
BEWARE THE “PAINT BY NUMBERS” WILL
Respected author and Advocate David Meyerowitz remarked that “It has been said that the other bank of the River Styx is lined with the...
PCF
Aug 16, 20202 min read
A FOREIGN ESTATE REQUIRES CAREFUL PLANNING
With the relaxation of South African Foreign Exchange Controls and more investors seeking to diversify risk, many are creating offshore...
PCF
Aug 16, 20203 min read
Is your Will worth the paper it is written on
South Africans have always believed that they enjoy total freedom of testation – unlike many other countries where legislation imposes...
PCF
Aug 16, 20202 min read
WHO SHOULD BE APPOINTED AS YOUR EXECUTOR?
Most people realise that it is important to have a well put together Will which clearly sets out how your estate is to be divided amongst...
PCF
Aug 16, 20202 min read
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