Everything Counts | Ep 21: Understanding Wills - Part 2 Investec Focus Radio SA podcast

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Everything Counts | Ep 21: Understanding wills - Part 2

1d ago 17:51

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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

Chapters

1. Introduction (00:00:00)

2. Marriage and wills in South Africa (00:01:00)

3. Life partnerships and wills (00:02:50)

4. Divorce and wills (00:03:30)

5. Estate planning after having children (00:04:30)

6. Testamentary trusts and risk (00:05:30)

7. Laws of intestate succession (00:09:00)

8. Adding failing provisions to your will (00:10:30)

9. The value of trusts and wills (00:12:30)

10. Do you need an offshore will for offshore assets? (00:15:00)

11. Example: UK-based investment (00:16:00)

12. Example: Property ownership in France (forced heirship laws) (00:17:00)

13. What happens if your beneficiaries move abroad? (00:20:00)

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Everything Counts | Ep 21: Understanding wills - Part 2

Investec Focus Radio SA

published 1d ago

M4A•Episode home