In this episode, Lieze-Marie Brink and Jacques Van Niekerk from the Investec Tax and Fiduciary team dive into the critical aspects of wills and estate planning in South Africa. They explore why having a will is essential, especially in ensuring your assets are distributed according to your wishes, and the importance of establishing trusts.
Jump to topics of interest:
00:00 Introduction
01:00 Marriage and wills in South Africa
02:50 Life partnerships and wills
03:30 Divorce and wills
04:30 Estate planning after having children
05:30 Testamentary trusts and risk
09:00 Laws of intestate succession
10:30 Adding failing provisions to your will
12:30 The value of trusts and wills
15:00 Do you need an offshore will for offshore assets?
16:00 Example: UK-based investment
17:00 Example: Property ownership in France (forced heirship laws)
20:00 What happens if your beneficiaries move abroad? Listen to the whole Everything Counts series · Investec Focus Radio SA
