Investec Investec Focus Radio SA

Everything Counts | Ep 21: Understanding wills - Part 2

Loading player...
In this episode, Lieze-Marie Brink and Jacques Van Niekerk from the Investec Tax and Fiduciary team dive into the critical aspects of wills and estate planning in South Africa. They explore why having a will is essential, especially in ensuring your assets are distributed according to your wishes, and the importance of establishing trusts.

Jump to topics of interest:

00:00 Introduction
01:00 Marriage and wills in South Africa
02:50 Life partnerships and wills
03:30 Divorce and wills
04:30 Estate planning after having children
05:30 Testamentary trusts and risk
09:00 Laws of intestate succession
10:30 Adding failing provisions to your will
12:30 The value of trusts and wills
15:00 Do you need an offshore will for offshore assets?
16:00 Example: UK-based investment
17:00 Example: Property ownership in France (forced heirship laws)
20:00 What happens if your beneficiaries move abroad?
Chapters
  • 00:00 Introduction
  • 01:00 Marriage and wills in South Africa
  • 02:50 Life partnerships and wills
  • 03:30 Divorce and wills
  • 04:30 Estate planning after having children
  • 05:30 Testamentary trusts and risk
  • 09:00 Laws of intestate succession
  • 10:30 Adding failing provisions to your will
  • 12:30 The value of trusts and wills
  • 15:00 Do you need an offshore will for offshore assets?
  • 16:00 Example: UK-based investment
  • 17:00 Example: Property ownership in France (forced heirship laws)
  • 20:00 What happens if your beneficiaries move abroad?
5 May 2025 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep118: US economic data point to higher interest rates

Economic data in the US, such as jobs growth, have surprised to the upside of late, pointing to a resilient economy. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says this strength has unsettled markets, on rising expectations of rate hikes by the Fed.
8 Jun 9 min

Wine as an asset: what collectors look for

Marble's head sommelier, Wikus Human and Investec's Roy van Eck, discuss what to consider when graduating from casual wine purchaser to wine collector. Together with host Palesa Mapheelle, they explain how to identifying age-worthy vintages, and the risks and rewards of investing in wine to make a financial return. They…
4 Jun 27 min

NOW Ep 128 : The dragon’s new terms

China remains South Africa's largest trading partner, but the landscape of global trade is evolving. As compliance requirements tighten, supply chains face new pressures, and geopolitical tensions reshape trade flows, businesses must navigate an increasingly complex relationship with the world's second-largest economy. In this episode of No Ordinary Wednesday, Investec…
3 Jun 18 min

Macro Monday Ep117: Tech sector lifts emerging markets

While the tech sector has been a well-known driver of earnings and performance on Wall Street, it’s also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that’s largely to the contributions of TSMC in Taiwan and Samsung…
1 Jun 11 min
All episodes