Tag: legacy
From heir to litigant – when beneficiaries can take legal action
When a trust suffers a loss through negligence, misconduct or mismanagement, can the beneficiaries take legal action directly against a third party? The answer is nuanced. Recent legal developments, such as the McCann vs McCann case in the KwaZulu-Natal High Court, are bringing new clarity to the rights and remedies available to trusts and their beneficiaries.
The Advocate
How far can you distance yourself from your enemy without losing sight of the threat they pose? And how far can you go without becoming an enemy yourself? These haunting questions set the tone for a story steeped in secrets, conflict and redemption. In the shadow of a flawless facade, the Coal family’s dynasty stands on the brink of collapse.
Heritage, innovation and opportunity
For Mzansi’s small businesses, Heritage Month arrives at a pivotal moment. It marks the start of the year’s busiest trading season. The weeks ahead often determine not just whether a business survives. They also determine if it can seize new growth opportunities.
Wealth with wisdom – the estate vs legacy planning divide
'One day when I’m big!' How many times have we uttered those words as children when dreaming about our future? Then, quite suddenly, we find ourselves “adulting.” We begin reflecting on the lessons we have learned and considering the legacy we will leave for the next generation.
The Sinners’ Bench
Just before she dies, the writer’s mother leaves her with a difficult secret. She also leaves her with an urge to retrieve the past. After years of trawling through family archives, the writer realises how difficult, if not impossible, that task is. However, during this process, she uncovers something unexpected.
Smuts & Mandela – The Men Who Made South Africa
South Africa has produced two globally recognised leaders from different eras: Jan Christiaan Smuts and Nelson Rolihlahla Mandela. Smuts served as Prime Minister from 1919 to 1924 and again from 1939 to 1948. Mandela served as President from 1994 to 1999.
Sovereign wealth funds, bonus tax and US earnings season
The vidcast dives into sovereign wealth funds and how they work. We unpack the requirements for a good fund, the risks to implementation and the overall benefits to the economy. We also posture various ways of potentially implementing such a fund in South Africa.
Estate plans and advice – financial doctors prescribe regular checks
When discussing the value of the financial profession, financial advisers are often compared to medical doctors and are sometimes even called ‘financial doctors’. The reason behind this is that financial advisers look after the financial challenges of clients in much the same way that doctors look after the health issues of patients. This is not a perfect analogy, but there are certainly some comparisons to be drawn.
Crypto tax, government bailouts and Google’s legal troubles
In this vidcast, we take a look at the latest warning from the South African Revenue Service (SARS) related to taxation on crypto assets and crypto-related earnings. The aim is to get a better understanding of the driving factors, investment cases, and opportunities that may present themselves.
Family Business – can you unlock the dynamics of tradition, innovation...
It is widely known that business families are currently experiencing the largest wealth transfer in recent history, with over $84 trillion being transferred from...































