The year is rushing to an end. New Year’s resolutions are way back in the past – whether they were met or discarded along the way.
But we all have a to-do-list to complete and tick off before we close our suitcase, lock our front door behind us, and leave on our well-deserved December holiday.
The following may be on your list, and to help you to tick it off in time before your holiday, please email us as below to assist you:
- If you have not made use of your foreign investment allowance for 2022, and you want to obtain advice to do so – please email suzanne@fidelisvox.co.za with a brief summary of your situation;
- Update of your will, because a family member/trustee/executor passed away during the year – email marteen@fidelisvox.co.za with the person’s name and a copy of your current will if not drafted by us;
- Update of your will, because you have decided to change some bequests – email marteen@fidelisvox.co.za with the change you want and a copy of your current will if not drafted by us;
- Your trust deed should be amended or updated – email marteen@fidelisvox.co.za with a copy of the current trust deed and letters of authority and the change to be made;
- You want to appoint a succeeding trustee to yourself in your will – email marteen@fidelisvox.co.za with a copy of the trust deed and your current will and the name of the person you would like to appoint;
- Sign a letter of wishes to the trustees of a trust or to your executor – email marteen@fidelisvox.co.za with a brief summary of your wishes;
- Review your will and structures if a child of yours have left South Africa during the year – email marteen@fidelisvox.co.za or suzanne@fidelisvox.co.za and we will set up a call to discuss the effect with you;
- Review your will and structures if you acquired assets outside South Africa during the year – email marteen@fidelisvox.co.za or suzanne@fidelisvox.co.za to set up a call to discuss the possible effect hereof;
- Sign a power of attorney to enable someone to act on your behalf while you are outside South Africa or if you are going for an operation, or if an elderly relative is finding it difficult to manage their own affairs – email marteen@fidelisvox.co.za to assist you;
- Sign a living will with the wish to not be kept alive by artificial means- email marteen@fidelisvox.co.za to assist you;
- Obtain tax advice if you are considering relocating to a different country in 2023, to mull over when you have time during your holiday – email suzanne@fidelisvox.co.za to set up a call;
- Nominate a guardian in your will, as you had children during the year – email marteen@fidelisvox.co.za with the names of the nominated guardians;
- If you got married during the year, to ascertain the effect thereof on your wills, as a marriage may revoke a will in terms of the laws of some countries outside South Africa where you may have assets and have signed a will before – email marteen@fidelisvox.co.za to set up a call.
Let us help you to make the most of November to be able to relax in December.
This article is a general information sheet and should not be used or relied on as legal or other professional advice. No liability can be accepted for any errors or omissions nor for any loss or damage arising from reliance upon any information herein. Always contact your legal adviser for specific and detailed advice. Errors and omissions excepted (E&OE)