Lifestyle Financial Planning
As the name denotes, donations mortis causa is where, with death being seemingly imminent, the donor promises to gift the donee something – with the donation being contingent on the donor’s death.
In terms of the Estate Duty Act, the proceeds of all domestic policies paid to a deceased estate will be considered deemed property and therefore subject to estate duty. However, legislation provides several exceptions to this general rule, including the
or many retirees, having companion animals is important to them and, thankfully, many modern retirement homes are making allowances for retirees to keep small pets such as cats and dogs. Pet food, vet care, medication, medical treatment and pet accessories
Paying off a bond is a long-term commitment and is generally the most cost-effective debt one is likely to access in one’s lifetime. As such, it is important to take a step back and holistically review your financial objectives over
Besides the financial and legal acumen required by your executor, bear in mind that the role necessitates strong secretarial and administrative skills from start to finish, and it’s important to make sure that the person you nominate has not only
In the context of financial planning, many people tend to overestimate their own ability to manage their financial affairs which often results in financial loss in the form of excess investment fees, higher tax liabilities, and other avoidable costs.
