Think twice before setting up a trust

YOU MAY NEED A TRUST IF : Your assets (including life policies) exceed R3.5m Your assets consist of capital appreciating items You have minor children You want to control how […]

Procedure for winding up a deceased estate

Establish date of death. Lodge the following five documents with the relevant Master’s Office within a reasonable time in order to obtain a Letter of Executorship: Death notice Original will […]

Special Voluntary Disclosure Programme (SVDP)

OPPORTUNITY TO DISCLOSE ASSETS ABROAD The Common Reporting Standard (CRS) was developed in response to the G20 request and approved by the OECD Council in July 2014. It calls on jurisdictions to obtain […]

Treating Customers Fairly (TCF)

Customers can be confident they are dealing with firms where TCF is central to their corporate culture Products & services marketed and sold in the retail market are designed to […]

Preservation Funds

In line with Section 37 of the Pension Funds Act, the trustees of the retirement fund will distribute the proceeds, considering first the needs of your dependents and then the […]

Retirement Annuities

A retirement annuity is a tax effective retirement investment vehicle for individuals. The primary target market is individuals who do not participate in a pension or provident fund. WHO SHOULD […]

What is a Linked Investment Service Provider (LISP)?

Definition: A Linked Investment Service Provider (LISP) is an independent administration company that offers investors access to collective investment schemes (or unit trusts) across a number of different management companies. One […]

The 6 Steps of Financial Planning

These are the following requirements to ensure comprehensive & efficient financial advisory services: STEP 1 Establishing a relationship and advising of services offered. STEP 2 Gathering information which will have […]

Are there any blue-chip shares left on the JSE?

A blue-chip share is usually a multinational, large company with an excellent reputation. It is well-established, financially sound, has been operating for many years and has dependable earnings. In most […]

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Draft your free will with us

A will is one of the most important documents you can have. At PW Harvey & Co, free wills come standard. Let us assist with your will and provide you with peace of mind. Complete the below form and we will contact you to sign the required documents.

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