Retirement fund contributions and Section 4q of the Estate Duty Act
February 2, 2025
RETIREMENT FUND PROCEEDS AND CONTRIBUTIONS ‘Pension interest’ from retirement funds, commutation, or part commutation from annuities due to past membership of a retirement fund, is
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