News
Legacy Fiduciary Services marks 10 Years of Sharia-Compliant Estate Planning and independent advice.
Legacy Fiduciary Services, this year, marks a decade at the forefront of independent advice in the specialist arena of Estate Planning, and are humbled by the growth they have experienced in the field of Shariah-compliant Estate Planning. Click below to read the...
Sharia Compliant Estate Planning Webinar
The 3rd Webinar organised by Yumna Peer and colleagues of the Caring Woman’s Form on “Spousal Loss Support” was held on Friday 19th February. One of the topics was a discussion by Showkat Mukadam on “Sharia Compliant Estate Planning – A Practical Approach” and a “A...
Mandela Day 2020
Our Legacy FS team, with COVID 19 restrictions in mind, decided to adopt a different approach to giving back in celebration of the amazing Nelson Mandela. We supported various organisations across the spectrum, collecting unperishable foods, making sandwiches and...
Use lockdown to update personal data so family is prepared in case of death
The first few weeks in the estate administration process are critical to ensure that there is continuity of cash flow and that monthly payments are met. Being in lockdown with your family offers probably the best opportunity to update all our personal records, review...
Sharia Compliant Estate Planning – A Practical Approach Webinar
Legacy FS held a successful online session where people were given critical insight into Sharia compliant estate planning. Please feel free to listen to a recording of the session here.
Legacy Fiduciary Services Update
Dear Client We are just over the initial three week lockdown period and have at least a further two weeks extension of the lockdown, as per the State President’s announcement. We realize that this is causing much anxiety to all and what the future may hold. In order...
Update your information during lockdown
I first penned an article in 2011 on the topic of “Information” and, some 9 years later while we are all in the midst of the lockdown due to the Covid-19 epidemic, I thought it best to revisit the topic and get all of us thinking about it again. At a time when most...
Legacy FS Covid 19 Message
The value of art boils down to time, perception and sentiment
Page through any publication featuring ‘art’ and you are likely to see interviews and insights from a range of collectors such as celebrities, wealthy business people, enthusiasts and young collectors. Among the common questions asked in such interviews are “Who is...
ART AND YOUR ESTATE
Art, something that not only brings much beauty and joy to our lives, is fast becoming an investment opportunity and one that needs careful consideration when it comes to your estate planning. Alfie Bester, Director at Legacy FS, answers some of the questions around...
Choosing an Executor
However carefully you consider the terms of your will, you will put the execution of your wishes at risk if you make the wrong choice of executor. Chris Murphy and Brenton Ellis explain. Your executor will step into your shoes when you die, to make sure that your...
Mandela Day 2016
Legacy FS spent their Mandela Day at the Parkwood Feeding Scheme. The team got down to preparing vegetables for a cooked meal which is served to more than 60 children from the surrounding community. Sandwiches were also prepared for the Pensioner Women's Group which...
Mandela Day 2018
Legacy FS spent their Mandela Day at the Parkwood Feeding Scheme. The team got down to preparing vegetables for a cooked meal which is served to more than 60 children from the surrounding community. Sandwiches were also prepared for the Pensioner Women's Group which...
Mandela Day 2017
The Legacy|FS team spent the morning with the wonderful team at Ikhaya le Themba, where we painted the hall and re-arranged the library which are used by the children who attend. Ikhaya le Themba offers holistic After School Care programs to primary school children of...
Loans to Trusts: Some Clarity on Proposals
In the 2016 Budget presentation, Treasury indicated that they would be reviewing loans made to Trusts as a means of limiting the use of Trusts in avoiding or reducing Estate Duty. The recently published Draft Taxation Laws Amendment Bill sets out, in the form of a...
Mandela Day 2015
Legacy|FS celebrated Mandela Day at the Simondium Creche this year. We visited the crèche on Tuesday 21 July and spent our 67min painting Madiba with his iconic shirt. Looking at their needs, we provided them with musical instruments that will assist their...
Side pockets may be a headache for deceased estates and retirement funds
Alfie Bester and Legacy FS were mentioned in this article which featured in the Weekend Argus' Personal Finance section: On August 15, the registrar of collective investment schemes at the Financial Services Board (FSB) issued a guidance note that set out how managers...
Taken on Trust
By Roz Wrottesley This article was first published in the third-quarter 2014 edition of Personal Finance magazine. A testamentary trust (also known as a will trust) comes into being after the death of the testator, because the trust clauses are contained in the will....
Chris Murphy attends FISA Conference
Chris Murphy attended the FISA 2014 Conference held in Johannesburg in September and did a presentation on "LAY PERSON AS CO-EXECUTOR". You can view the presentation here.
Legacy FS Holiday Competition Winner
Legacy FS would like to congratulate our Holiday competition winner Emma Keevers! Here she is receiving her brand new iPad -From left to right: Emma, Hennah, Lindi, and from Legacy FS, Lorna and Chris.