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