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Capital Legacy Press Office
Our mission is to ensure that more South Africans have valid Wills in place and to lower the legal fees at death for our clients.
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Special needs children need specialist estate planningBeing a parent is both challenging and rewarding. From the day our children are born they need us for everything. Obviously, babies require attention almost 24 hours a day - but every stage of their lives requires a new level of input and investment. Time, money, guidance, counsel and advice (when they take it). Then, one day, they spread their wings and fly the proverbial coop. 28 Jul 2021 Read more

To trust or not to trustIt is a global misconception that trusts are only for the rich, and the benefits of a trust are only enjoyed by 'trust fund babies'. This misconception is perpetuated by misinformation and often ignorance. Testamentary trusts are trusts you create through your will and when set up correctly they provide financial provision, safeguarding of assets and certainty for beneficiaries until the beneficiaries are able to manage their inheritances effectively on their own. This means they enable 'financial guardianship' for your beneficiaries, much like a guardian who will care for your children. At Capital Legacy, we have packaged such trusts into purpose-driven trusts that can meet the unique needs of beneficiaries. 7 Jul 2021 Read more

How does Sars treat cryptocurrency in your estate?Cryptocurrency is a hot topic at the moment and, as such, has arrested the attention of the South African Revenue Service (Sars). Many people are jumping on the bandwagon and becoming crypto traders overnight. For some, it's just for extra pocket money. For others, however, they are shifting real value to these platforms as part of their investment and retirement plans. For these people, it's prudent to keep abreast of how Sars views these investments and transactions. 17 May 2021 Read more

Would you leave your children's inheritance in the hands of the government?As parents, we dedicate our lives to looking after our children and making sure their needs are met - physically, emotionally and, of course, financially. Our aims are to raise happy, healthy, well-rounded young adults who can make good decisions to, hopefully, give them a head start in life through our hard work and good stewardship, and to protect them from the big, bad world while they are still young. 25 Mar 2021 Read more

Tazkiya™ - A South African first for Muslim communitiesSouth Africa is a diverse country with many different cultures and religions, each with its unique characteristics. One religion that has very specific governing principles when it comes to financial aspects is Islam. Until now, there have been very few feasible financial services solutions for South African Muslims who want to honour their Islamic faith in this regard. 25 Feb 2021 Read more

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Contact Capital Legacy

WILL QUERIES: az.oc.ycagellatipac@slliw
NEW ESTATES QUERIES: az.oc.ycagellatipac@setatsewen
SERVICE OR PLAN QUERIES: az.oc.ycagellatipac@ofniefil
ADVISORS: az.oc.ycagellatipac@ofniefil