Are you feeling awkward… yet?
There’s plenty to feel awkward about this September, with a Capital Legacy advertising campaign showcasing strange, humourous ways in which people have died. But the reason they’re doing it is not what you might expect.
Securing a legacy
According to Gareth Lange, Wealth Manager at Private Client Holdings, the need for a comprehensive and up-to-date estate plan cannot be overstated.
Preparing the Next Gen heirs for the complexities of managing the...
Stonehage Fleming addresses an often-asked quesion by families grappling with how to go about succession planning: When should we start preparing the Next Gen heirs for the complexities of managing the family fortune, and how should we go about it?
Can I afford to die? And other questions you need to...
Marnus Mostert, Franchise Principal and Certified Financial Planner CFP® at Consult by Momentum, challenges South Africans to think carefully about the question: Can I afford to die?
The status of electronic wills in South African law: still hanging
Even though there is no specific law governing electronic wills, people are still creating them, so the law should address this development seriously, writes Dr James Faber, Senior Lecturer, Department of Private Law, University of the Free State and Admitted Attorney, High Court South Africa.
Real estate market rebasing: What does it mean for investors?
Kieran Farrelly, Global Head of Real Estate Solutions at Schroders, reveals how to harness long-term real estate opportunities in today's market conditions.
Estate Planning – 2C or not 2C
Dr Rika van Zyl CFP®, FPSA®, School of Financial Planning Law, UFS, clarifies, when to apply Section 2C of the Wills Act 7 of 1953 and when not to
Things to consider when drafting your Will and naming an Executor
When nominating an executor, it’s important that this person has the required professional skills, capacity, experience and resources to effectively manage your estate.
Capital Legacy’s Brandon Garbutt to Step Down as Chief Operating Officer
Capital Legacy COO, Brandon Garbutt, has announced that he will be leaving Capital Legacy at the end of the year.
Brandon made the announcement to...
Managing digital assets through an estate planner’s lens
Sarah Love, CFP, shares three things you may not know about digital assets.
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Pride and professionalism
Blue Chip speaks to Bashkar Rattan from Rattan Wealth and Fiduciary Consultants about his successful career as an independent CERTIFIED FINANCIAL PLANNER®.
Gold’s enduring value: Proof Krugerrands as a strategic asset
In an era of economic uncertainty and market volatility, your clients seek assets that provide stability and resilience.
Offshore tax regulations: implications for South African investors, business owners and emigrants
In addition to moving their wealth, many South Africans have physically moved overseas or own offshore businesses.
Reframing income and impact: the case for South African private credit
In an environment of high inflation, low growth and market uncertainty, financial advisors are being asked to find new ways to deliver consistent returns and manage downside risk.
Focused long-term returns
Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, outlines the firm’s Macrovalue approach – combining macro themes with valuation to generate uncorrelated returns.
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