Estate administration
FNB introduces estate services for estates with gross asset values of less than R250 000
FNB has innovated with the core purpose of providing real help, by introducing dedicated, tailor-made and affordable estate administration services for the lower to middle end of the South African market for estates valued at R250 000 and lower.
15 February 2024
Wills
The importance of having a Will as part of your blueprint and financial planning
14 September 2022
Offshore legacy planning
Offshore Legacy Planning: Transferring wealth to the next generation and achieving your philanthropic goals
24 May 2022
Wills
Things that you need to consider when sharing your finances with a partner
Legacy planning should be holistic in nature, considering your entire estate (both domestic and offshore) as well as intergenerational wealth transfer and your philanthropic legacy.
26 April 2022
Estate administration
FNB introduces estate services for estates with gross asset values of less than R250 000
15 February 2024
Wills
The importance of having a Will as part of your blueprint and financial planning
14 September 2022
Disclaimer
This Publication note is issued by FNB for the information of clients only and should not be produced in whole or part without prior permission. Although FNB is an Authorised Financial Services Provider, any opinions and/or analysis contained in this Publication are for informational purposes only and should not be considered advice, including but not limited to financial, legal or tax advice, or a recommendation to invest in any security or to adopt any investment strategy. The information contained herein has been obtained from sources/persons which we believe to be reliable but is not guaranteed for correctness, completeness or otherwise and we do not assume liability for loss arising from errors in the information or that may be suffered from using or relying on the information contained herein irrespective of whether there has been any negligence by us, our affiliates or any other employees of us, and whether such losses be direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analysis is rendered as of the date of publishing and may change without notice. Such changes may have a material impact on the outcome of any investment. Securities involve a degree of risk and are volatile instruments. Past performance is not indicative of future performances. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors and FNB bares no responsibility whatsoever arising from or as a consequence hereof. The material is not intended as a complete analysis of every material fact regarding any share, instrument, sector, region, market, country, investment or strategy. The recipient of this Publication must make their own investment decision and is advised to contact his relationship manager for a personal financial analysis prior to making any investment decisions. Copyright 2023.
