Wills
The complexity of nominating minors as a beneficiaries on life policies
It's clear that the traditional way of dealing with minors and life assurance is not ideal. So what is the solution?
30 May 2025
Wills
The complexity of nominating minors as a beneficiaries on life policies
It's clear that the traditional way of dealing with minors and life assurance is not ideal. So what is the solution?
30 May 2025
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Trusts
Freedom of testation can lead to impractical provisions
A trust is a contract, created by the founder, where assets are transferred to trustees to be administered for the benefit of the beneficiaries (who are identified or identifiable).
30 August 2024
Trusts
The value of testamentary trusts in safeguarding the interests of minor children and dependants with special needs
30 April 2024
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Offshore legacy planning
Estate planning opportunity: distributing funds from South African trusts to offshore trusts
01 November 2024
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Estate administration
FNB introduces estate services for estates with gross asset values of less than R250 000
15 February 2024
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Offshore legacy planning
Estate planning opportunity: distributing funds from South African trusts to offshore trusts
01 November 2024
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. Still, it is not guaranteed for correctness, completeness or otherwise. 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 ours, and whether such losses are direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analyses are 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 performance. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors, and FNB bears no responsibility whatsoever arising from or as a consequence thereof. 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 their relationship manager for a personal financial analysis before making any investment decisions. Copyright 2023.
