
Retirement Fund contributions and Section 4q of the Estate Duty Act
September 4, 2021
RETIREMENT FUND INTEREST Payments from any retirement fund is not property for estate duty as provided for in Section 3(2) of the Estate Duty Act,

Overvalued policy proceeds on buy and sell agreements
May 31, 2019
Granted, it may not be often that proceeds of a policy, which is used to fund a buy and sell arrangement, is overvalued. If it

Do we plan for simultaneous death?
March 26, 2019
How many of us understand the process of a simultaneous death of partners (married or not). This is quite a reality considering that couples

Minor Beneficiaries on Life insurance policies
March 26, 2019
Beneficiary nominations on life insurance policies can be a natural person, a trust, payable to the deceased estate, as per my will, to an organisation