Estate Planning is Much More Than Just a Will

According to a new study, South African families are largely underprepared for the administrative implications of the death of a loved one. The results are deeply concerning. In this article, we look at what goes into estate planning, why it matters, and how to make sure you are prepared.

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Death and (Capital Gains) Taxes: Don’t Get Caught Out

Capital Gains Tax (CGT) is not a flashy, Ferrari-driving, Gucci-wearing kind of tax. Instead, it quietly goes about its business in the background, day in and day out. This doesn’t make it any less consequential. Many estates that appear financially secure can come under unexpected pressure from Capital Gains Tax at death. The good news is that there are several relief mechanisms within the tax system that, with careful planning, can meaningfully reduce this impact.

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