MyPlan Financial Planning Solutions
MyPlan Financial Planning Solutions
3 02, 2022

Buy and sell insurance as a funding mechanism for succession

Feb 3rd, 2022|Buy and Sell Insurance , Estate, Insurance, Succession|

If you are a shareholder in a business, ensuring the ongoing profitability and sustainability of your business in the event of an unforeseeable event [.....]

20 12, 2021

Succession: Transferring your wealth to the next generation

Dec 20th, 2021|Estate, Trusts, Wills|

Succession planning should take place holistically and with a view of your entire estate – both local and offshore – to ensure that no [.....]

25 11, 2021

The many functions of an estate plan

Nov 25th, 2021|Estate, Trusts, Wills|

A person’s estate is made up of all the assets and liabilities they’ve accumulated during their lifetime and, although estate planning is often perceived [.....]

10 09, 2021

Trusts in the current South African environment

Sep 10th, 2021|Estate, Trusts|

A trust can be described as a legal relationship that’s created when one person (known as the founder, donor or settlor) places assets under the control [.....]

10 08, 2021

Leaving a legacy: The importance of a last will and testament

Aug 10th, 2021|Estate, Wills|

Even in this day and age, many people in the country do not have a legally valid will when they pass away. This means [.....]

5 07, 2021

Important things to know about endowments

Jul 5th, 2021|Estate, Investing, Retirement|

Endowments offer tax benefits to investors with a marginal tax rate of more than 30%, as it will reduce the tax payable on your [.....]

12 01, 2021

Deceased Estate: Cash shortfalls to avoid

Jan 12th, 2021|Estate, Retirement, Risk|

Cash shortfalls in deceased estates Cash shortfalls are to blame for most of the delays in the administration of deceased estates. Understanding how cash [.....]

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