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

NOW Ep123: Middle East conflict | Counting the cost of disruption

Markets are sending a surprisingly calm signal in the face of escalating conflict with Iran. Oil prices are rising, supply chains are under pressure, and recession risks are quietly ticking higher, yet equities remain relatively steady. In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined by Investec…
17 Mar 23 min

Macro Monday Ep108: Disconnect between energy and equity markets

With uncertainty over how long, the Iranian conflict will last, it’s not just the oil market that’s been affected. Natural gas prices have risen, but so too have grain and aluminium prices, pointing to inflation pressures in the coming months. However, as Chris Holdsworth, Chief Investment Strategist, at Investec Wealth…
16 Mar 11 min

What Next? | How philanthrophy can fuel economic transformation

In this episode, of the What Next series, we discuss the power of philanthropy in transforming markets, through investing in high risk innovation and early stage ideas that often require new economic thinking. Podcast hosts Investec's Marc Kahn and Cambridge's Lindsay Hooper invite Peter Bennett, founder of the Bennett Foundation…
13 Mar 40 min

Everything Counts: Sports Edition | How Mpumelelo Mhlongo invested his first pay cheque

Most athletes train for medals. Few train for financial longevity. In this episode of Everything Counts: Sports Edition, Paralympic record holder Mpumelelo Mhlongo shares how he approached money with the same discipline he applies to sport − investing his first serious paycheque, supporting his family and building generational wealth that…
10 Mar 30 min

Macro Monday Ep107: What the surge in energy prices means for the world economy

As the conflict in the Gulf continues, energy prices have risen sharply. Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International, examines the impact on global inflation and growth, as well as on President Donald Trump’s popularity ahead of the US midterm elections later this year.
9 Mar 9 min
All episodes