Fidelis Vox | We discern what really matters to you

Charitable giving

‘What counts in life is not the mere fact that we have lived. It is what difference we have made to the lives of others that will determine the significance of the life we lead.’ With these words by the late Nelson Mandela top of mind last month, how can you and your family take […]

Jointly held bank and investments accounts

South African (“SA”) residents for tax and exchange control purposes, often hold bank accounts or investment accounts (“accounts”) jointly with family members (spouse and/or children) in other jurisdictions, for instance in the United Kingdom (“UK”).   Where a single account is jointly owned by two persons in joint tenancy, they each own an undivided and […]

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