News

Update your information during lockdown

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...

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

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 2017

Mandela Day 2017

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

Mandela Day 2017

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...

Mandela Day 2016

Mandela Day 2016

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

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

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...

Taken on Trust

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 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 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.

Legacy FS sponsors PGA International Golf Event

Legacy FS Fiduciary Services and Estate Planning?recently co-sponsored the Southern & Eastern Cape PGA International golf event, which was held at the?Pezula Golf Club & Championship Course?in Knysna. Funds raised were in aid of the Little Rascals Pre Primary...

Is my Will valid in Australia?

Chris Murphy, a director at Legacy FS and Regional Chairperson for FISA in the Western Cape, answers a reader query in the latest issue of Personal Finance magazine. Click here to download the article

Chris Murphy features in Personal Finance magazine

Chris Murphy, a director at Legacy Fiduciary Services and Estate Planning and FISA Chairman for the Western Cape region, features in the latest issue of Personal Finance. Chris, along with other FISA members, gives his input on the creations of testamentary trust and...

Mandela Day 2014

Mandela Day 2014

Legacy | FS partnered with the Simondium Creche near Stellenbosch this year, as part of our 67 Minutes for Mandela Day. We visited the creche on Wednesday 30 July and spent the morning assisting with some much needed renovations, as well as?spending time...

Legacy FS celebrates 3rd year anniversary

Legacy FS celebrates 3rd year anniversary

It was only three short years ago when Legacy FS set out to provide a new experience in estate planning and fiduciary services. Since that start, Legacy FS have continued to assist their clients with simple and practical solutions in this often complex area. The...

Madiba Day July 2013

Madiba Day July 2013

Legacy FS Fiduciary Services and Estate Planning visited the Douglas Murray Home Retreat as part of Mandela Day 2013. We delivered much needed gardening equipement and also helped to paint the Chapel. [gallery type="rectangular" link="none"...