PERSONALISED INVESTMENT MANAGERS
16 October, 2021
Death is not a pleasant topic to think or talk about, but we all must understand that it is an eventuality. And therefore, important that we do our estate planning such that it is distributed as we would wish it to be done without acrimony and mudslinging. Many people think that they can nominate someone for their investments and assets, and they have finished the task! This article defines the difference between legal heirs and nominees and why it is important that you understand the difference when it comes to different financial instruments.
01 October, 2021
In today’s times, nobody wants to be caught on their wrong foot and are trying to ensure that everything goes smoothly as per their thinking. Which is why it is important to see the points we have compiled on these three distinct topics throughout our years of experience on estate planning for our clients