O'Reilly Fiduciary

O'Reilly Fiduciary Wills | Trusts | Estates

04/09/2026

Having a Will is important. Having a current and appropriate Will is just as important.

Marriage, divorce, children, new assets, business interests, changes in beneficiaries and changes to your financial circumstances can all be reasons to reconsider your estate plan.

A Will shouldn’t simply be written and forgotten.
When did you last review yours?

A Will isn’t simply about what happens to your assets.It can provide clarity around your wishes, help your family unders...
02/09/2026

A Will isn’t simply about what happens to your assets.

It can provide clarity around your wishes, help your family understand your intentions and form an important part of your broader estate plan.
Without a valid Will, your estate may be dealt with in accordance with the Intestate Succession Act 81 of 1987, rather than according to your personal wishes.
This National Wills Week, take the opportunity to understand what your Will should achieve, and why proper legal advice matters.

Your legacy deserves a plan.

31/08/2026

Estate planning isn’t something you do once.
It’s something you review as life changes.
- Marriage.
- Children.
- Property purchases.
- Business growth.
- Divorce.
- Retirement.

Each milestone is a reminder to ensure your estate plan still reflects your wishes.

A simple review today can prevent costly complications tomorrow.

SouthAfrica

Many business owners spend years building successful companies but never plan for what happens if they’re no longer ther...
28/08/2026

Many business owners spend years building successful companies but never plan for what happens if they’re no longer there.

A succession plan protects:

• Employees
• Clients
• Business partners
• Family members
• Business value

Your business should be able to continue, even if you can’t.

Don’t leave succession to chance. Start the conversation now.

Speak to O’Reilly Fiduciary about putting a practical succession and estate plan in place for your business and your family.

Beneficiary nominations only deal with specific assets.Your Will governs everything else.A complete estate plan ensures ...
26/08/2026

Beneficiary nominations only deal with specific assets.
Your Will governs everything else.

A complete estate plan ensures all parts work together rather than creating gaps or unintended outcomes.

Think of your estate as a puzzle; every piece matters.

SouthAfrica

Since South Africa’s grey-listing reforms, trusts face far greater compliance obligations.Trustees now have ongoing resp...
24/08/2026

Since South Africa’s grey-listing reforms, trusts face far greater compliance obligations.

Trustees now have ongoing responsibilities that extend far beyond signing documents.
Maintaining proper records and complying with beneficial ownership requirements protects both the trust and its beneficiaries.

Compliance isn’t optional; it’s part of responsible trust administration.

SouthAfrica

Many people assume transferring assets into a trust automatically saves tax.The reality is far more nuanced.The right ow...
19/08/2026

Many people assume transferring assets into a trust automatically saves tax.

The reality is far more nuanced.
The right ownership structure depends on your family circumstances, business interests and long-term estate planning objectives.

The goal isn’t simply reducing tax; it’s protecting wealth across generations.

SouthAfrica

17/08/2026

Living abroad doesn’t automatically change your South African estate planning obligations.

Depending on where your assets are located, you may need:

✓ Separate offshore Wills
✓ Tax residency advice
✓ Cross-border succession planning

International assets require international planning.

Think of these as your life’s instruction manual.When documents are missing, families spend valuable time searching for ...
14/08/2026

Think of these as your life’s instruction manual.

When documents are missing, families spend valuable time searching for information during an already emotional period.

Having these documents organised means:

• Faster estate administration
• Less stress for loved ones
• Clear legal authority
• Better protection of your wishes

Preparation today creates peace of mind tomorrow.

Estate planning isn’t something you do at retirement.It’s something you do once people depend on you.Whether you’re buyi...
11/08/2026

Estate planning isn’t something you do at retirement.
It’s something you do once people depend on you.

Whether you’re buying your first home, growing your business or starting a family, having the right legal structures in place protects the people you care about.

Estate planning includes far more than a Will.
It can include trusts, powers of attorney, beneficiary planning and succession strategies that protect your assets for future generations.

The earlier you plan, the more options you have.

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