We consider whether wills and trusts should be considered collaboratively. To do this, we delve into the basic purpose of wills and trusts separately and explore their potential impact on one another.

We delve into the realm of foreign jurisdictions and international assets, as well as how to plan your estate in such a way as to deal with the foreign and local implications on informed terms.

Agriculture forms the backbone of any society, it’s an absolute necessity, and the fundamentals for investing in agriculture are becoming more and more compelling.

Estate administration is a confusing and complicated process, which is why it is important to have a knowledgeable executor to ensure that the estate administration process is undertaken in line with the Administration of Estates Act, 66 of 1965 (as amended) and that it is handled with empathy, efficiency and professionalism.

By introducing alternative investments to a portfolio, one can generate almost the same level of expected return as a portfolio that does not have alternative investments exposure, but with significantly reduced expected risk (or volatility of returns). In this article, Henk Myburgh, CFA, explores the role of alternative investments in a portfolio.

It is arguable that trusts have, to an extent, lost their magic as far as tax benefits are concerned. This does not, however, mean that trusts are no longer beneficial.
Our in-house legal expert, Savannah Solomons, highlights the benefits of a properly drafted trust deed, as well as common practical issues that could hinder the process.

Biotechnology – the fusion of biology and technology. This month on our blog, Ashley Pedlar (CFA) explores this investment theme.

Our investment research and fund management team has drawn up a selection of local and offshore stocks that we’ll be watching in 2021.

We all have biases that may cloud our judgement when making day-to-day decisions, and our finances are not exempt from these biases. We often depend on our intuition, but sometimes we are unaware of how our gut feeling may be faulty.
This month on the blog we look at the role of psychological factors in financial decisions.

Savannah Solomons, head of trust and fiduciary, discusses the pitfalls of dying intestate and the effects in can have on your assets.