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Ok. Got itIn this month’s newsletter we highlight the importance of having a valid will, provide practical tips against cyberfraud, and much more.
By: Marilize Lansdell
Managing Executive: Wealth Management
While times remain uncertain, a valid, up-to-date will can help protect your family.
With expectations of a fourth wave of Covid-19 infections already looming, the fragility of life and the impact of death on our families and loved ones remain top of mind. While you may not be able to control the future or protect your family from the unexpected, you can help secure their financial future by having a valid, up-to-date will – a key component of estate planning. With National Wills Week coming up in September, now is a good time to review your existing will or set one up if you don’t have one. We will explain what happens if you pass away without a will and what needs to be in place for your will to be valid.
Does your will include your digital assets, such as cryptocurrencies?
For your will to benefit your loved ones the way you intended, it is critical that all your assets be specified, including your digital assets. In 2018 we wrote an article about practical things you should consider in your will regarding your digital assets. These principles still apply and have become even more important with the continued impact of Covid-19 and the extent to which the pandemic has forced us to conduct more of our day-to-day activities and financial management matters online. We would like to reiterate the importance of ensuring that you consider any online activities, investments, and assets when planning and updating your will, including cryptocurrencies.
Practical tips to protect yourself from fraud.
Being part of a large bank gives us the advantage of having extensive resources and skills dedicated to protecting clients from fraud. We continue to invest in ways to combat this threat with sophisticated technology and two-step verification processes. However, fraudsters are constantly trying new ways to commit crimes, and our human flaws and emotions make us vulnerable. We urge you to read our article about practical ways to remain vigilant and protect yourself.
Every woman should be able to enjoy financial independence – here’s what you can do.
Every year in August we celebrate the women of our country and how much has been achieved in granting women equal rights and recognition. However, despite the progress made, women often have limited knowledge of their family financial affairs and are dependent on their partners. As an advice-led business, we believe everyone should be empowered to make informed financial decisions. Any woman can achieve financial freedom if they take the right steps. To get you started, we share what plans women can put in place to take control of their finances.
Making informed international investment decisions irrespective of investment style or market.
When deciding how and where to invest, most of us will at some point contemplate whether an active or passive investment approach is best and whether to focus on emerging or developed markets as the investment destination of choice. But is it really that simple and clear-cut? In our recent webinar on international investing, we had a panel of experts who discussed these questions in detail. We summarise their insights and conclusion on a successful investment approach.
I hope you find these articles interesting and helpful.