6 Ways to use a trust in estate planning

6 Ways to use a trust in estate planning

The increased focus on trusts by the SA Revenue Service, as well as revenue authorities abroad, raises the question of whether trusts should still be used in estate planning or not. Hilary Dudley, managing director of Citadel Fiduciary, says it has become much more...
Making a will and planning what to leave

Making a will and planning what to leave

When making your will, think about how much you have to leave and who gets what. This guide will help you work out the basics, so you can get started with writing your will. Making your will – step by step What to do once you’ve made your will Making your will – step...
10 Estate Planning Tips

10 Estate Planning Tips

1. Review/Update your will: Having a Will is the cornerstone of any estate plan. For anyone with children the consequence of not having a Will may be devastating. Once you have a Will, it is important to review it regularly, and also to ensure that your family know...
A will is only part of the solution

A will is only part of the solution

We have just come out of National Wills Week which is a great initiative aimed at creating awareness around the benefit of having a will (last will and testament). Having a will doesn’t necessarily solve all your estate problems and I thought, at this time of...

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