News

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...

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...

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.

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...

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...

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...

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...

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...

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...

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...

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...

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 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 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.