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Estate Planning

Blue Chip is a Financial Planning Institute of Southern Africa-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal.

Can I afford to die? And other questions you need to ask yourself.

The status of electronic wills in South African law: still hanging

What does Two Pot mean for my legacy

The most important signature of all

Who do you trust with your digital information?

The art of estate planning

The role of a multi-family office in preserving wealth and protecting family legacies.

How to use financial products to enhance estate planning

An estate consists of the assets and liabilities that an individual accumulates during their lifetime and leaves behind at death. An individual should create and manage an estate plan to preserve, grow and protect their assets during their lifetime and ensure that those assets are transferred to successive generations, says Felicia Hlophe, Legal Advisor, Allan Gray

The rise of family offices in South Africa

Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.