Articles of Interest - Appleton
 

Articles of Interest

September 19, 2022

FISA Article on the Benefits of Estate Planning

Far too often we at Appleton witness unnecessary trauma and conflict between heirs and beneficiaries during the Estate administration process. In most cases, this is a […]
September 19, 2022

Spirit Community Foundation Assists with the Hard of Hearing

The Spirit Community Foundation assists the hard of hearing. Here’s just one such story: Ms Jacobs, the youngest of 10 children, was born in Wynberg in […]
September 13, 2022

Appleton Times – September 2022

We have great pleasure in attaching your September 2022 edition of the Appleton Times. September celebrates National Wills Week and so we have focused on how to […]
September 6, 2022

Spirit Community Foundation, The Prince and The Big Issue

The appearance of Prince William on the front cover of the South African edition of the Spirit Community Foundation-sponsored Big Issue magazine has captured the attention. […]
September 1, 2022

Is it whither or wither the mighty JSE?

Still one of the world’s great bourses, the JSEs decline as a platform for South African companies is in urgent need of reversal. This article, which […]
August 24, 2022

Spirit Insider

FROM THE DESK OF THE CHAIRMAN AND CEO Like many of you who have travelled far with me over many years, even decades, you know that […]
August 19, 2022

The Master’s Office – One Step Forward – Two Steps Back

Appleton was relieved to be informed by the Fiduciary Institute of South Africa (FISA) that a breakthrough had been achieved by virtue of the Master’s Office […]
August 19, 2022

Is It Possible To Be An Ethical Investor?

Ignited by Milton Friedman’s 1970 famous piece in the New York Times entitled, “The social responsibility of business is to increase profits”, the unresolved question of […]
August 2, 2022

The Deadly Price of Trade in Rhino Horn

There is a brutal irony to game ranger, Anton Mzimba, being gunned down a mere five days before ‘celebrating’ World Ranger Day on 31 July. In […]
August 1, 2022

The Importance of a Correctly Drafted Will

The preparation, drafting and signing of a Will is an act of responsibility, thoughtfulness and kindness. As uncomfortable as the thought may be, the process of […]
July 27, 2022

Erasing the ‘F’ word

The ‘F’ word has been creeping into the lexicon of the chattering classes more regularly of late. By the ‘F’ word, I don’t mean the ‘F’ […]
July 25, 2022

Warwick Wealth Matters, July 2022

Wealth Matters Inflation, high-interest rates and market turbulence. These are not the features one would like to be talking about in this quarterly edition of Wealth […]
July 21, 2022

CAMmunique, July 2022

We have pleasure in bringing to you the Cadiz CAMmunique second quarter 2022 investment update. The frequency and shrillness of market commentators is directly correlated to […]
July 21, 2022

Appleton Mandela Day

APPLETON SUPPORTS LOFOB AND LEARNS FROM OUR BLIND AND VISUALLY IMPAIRED FRIENDS Appleton shared a special and memorable Mandela Day on Monday 18 July with the […]
July 20, 2022

A memorable night for me and Appleton with President Nelson Mandela

Spending an entire evening in the company of Nelson Mandela ranks as one of the most memorable times of my entire life. What made it even […]
July 11, 2022

Bye-bye Boris – Lessons for leadership and accountability

The demise of Boris Johnson provides important lessons in leadership. Johnson was uniquely unfit to hold the office of UK Prime Minister, yet in 2019 delivered […]
July 6, 2022

The beginning of the end, or end of the beginning for Crypto?

Crypto currency constitutes the most radical development in financial markets in decades. At its peak, the crypto currency market peaked at approximately $3 trillion but has […]
July 4, 2022

Warwick Wealth Matters

Two classic quotes spring to mind when navigating turbulent markets. The first from Charlie Munger holds that, “Waiting helps you as an investor and a lot […]
June 28, 2022

Appleton Times, June 2022

We have great pleasure in attaching your June 2022 edition of the Appleton Times. For this edition, we have focused on the important subject of marriage […]
June 24, 2022

Royal endorsement is a ‘Big Issue’ for Warwick and Spirit

The Big Issue magazine was given a huge boost recently by Prince William taking to the streets of London to sell the publication. This royal endorsement […]
June 22, 2022

Tackling problems at the Master’s office

Enormous power vests in the office of the Master of the High Court. But with power comes responsibility. The Master’s Office administration of deceased estates been […]
June 20, 2022

Business and education

As my first-born son is about to graduate, I took to reflecting on the value of a university education in business. Having largely blagged my way […]
June 16, 2022

International markets

An exceptional, if not unique, correlation of factors is buffeting financial markets at the present, but we have enough experience to know how to respond and […]
June 14, 2022

Local Markets

STAY INVESTED AND MAINTAIN A LONG-TERM VIEW The global political and economic landscape has been in a state of flux recently. Global inflation, rising interest rates, […]
June 7, 2022

Warwick Wealth Matters

As Pliny the Elder noted, “Ex Africa semper aliquid novi” and there is always something new in Warwick too. So, we are delighted to bring you […]
June 6, 2022

Celebrating the Spirit Wildlife Foundation

Sunday 5th June was World Environment Day, which presents an opportune time to profile the stellar work of the Spirit Wildlife Foundation (SWF).
June 6, 2022

Corporate lessons from Queen Elizabeth

In 1952, a 25-year-old mother of two young children with no formal education was thrust into one of the most challenging and privileged positions in history. […]
May 31, 2022

FINTECH – Danger, opportunity or financial fact of life?

Financial Technology (FinTech) has been around longer than most of us would acknowledge, yet millions across the globe remain blithely ignorant of its uses and merits. […]
May 2, 2022

Masiphumelele Rugby Club

Saturday the 23rd of April was a massive day in Warwick Masiphumelele Rugby Clubs history. It fielded for the first time ever two junior teams registered […]
April 29, 2022

Appleton Times April 2022

A message from the Appleton Managing Director. Fear, dread and denial are some of the terms that spring to mind when considering Last Wills and Testaments. […]
March 23, 2022

LIFE PARTNERS INHERITANCE

Life partners, whether in a same-sex or opposite sex relationship, will in future be treated as a “spouse”, allowing them to inherit or claim maintenance from […]
March 4, 2022

Master’s Office Task Team meets with Chief Master

Stakeholders in the fiduciary industry formed a task team to liaise on an industry-wide basis with the Chief Master. The first planned quarterly meeting with the […]
February 25, 2022

BUDGET 2022 – SOBER AND PRAGMATIC WITH SOME PERSONAL AND CORPORATE RELIEF

Finance Minister Enoch Godongwana’s maiden budget speech was sober and pragmatic. The consolidated budget deficit is narrowing to 5,7% of GDP and the country’s debt ratio […]
January 11, 2022

Parliament ordered to change inheritance laws

The Constitutional Court has given Parliament 18 months to amend the Intestate Succession Act and the Maintenance of Surviving Spouses Act so that both laws provide […]
December 16, 2021

Appleton Times Newsletter December 2021

Although often described as a Chinese curse, the phrase “may you live interesting times” can be moreaccurately traced to Joseph Chamberlain, who in an 1898 speech […]
December 16, 2021

SI The Insider Newsletter December 2021

FROM THE DESK OF THE CHAIRMAN AND CEO A year of growth, investment and forward planning has left us in a very strong position as we […]
October 1, 2021

Appleton Times Spring 2021

A message from the Appleton Managing Director A warm welcome to this Spring edition of the Appleton Times! Hello dear clients, professional network members and supporters. […]
July 2, 2021

Appleton Times Newsletter July 2021

A message from the Appleton Managing Director A warm welcome to this mid-Winter edition of the Appleton Times! At the time of writing, we are in […]
May 10, 2021

Proactive estate planning will help manage delays at master

Consider what precautionary measures you can take as service delivery is under strain Most of us will not have any dealings with the master of the […]
March 15, 2021

Chaotic backlog at Masters Offices

Legal fraternity up in arms over ‘chaotic’ backlogat Master’s Ofxces SA’s legal practitioners, who are already disgruntled with allegedcorruption at the Master’s Ofxces , say the […]
March 13, 2021

Inheritance Nightmare

Inheritance of multi-million-rand estate turns into a nightmare for Cape Town man Cape Town – A Cape Town man is in a David versus Goliath battle […]
March 5, 2021

Appleton Times March 2021

A MESSAGE FROM THE APPLETON MANAGING DIRECTOR WORKING HARD BEHIND THE SCENES TO DELIVER RESULTS FOR YOU You, our dear client, are the alpha and omega […]
January 19, 2021

Legal Considerations In Forming A Testamentary Trust

In a recent court case, van Rensburg v van Rensburg N.O. and Others (24 March 2020) issues around a testamentary trust were highlighted yet again. As […]
January 15, 2021

Which one wins

People, generally speaking, do not pay sufficient attention to what they want to happen with their assets upon their deaths. This can be ascribed to estate […]
January 6, 2021

Families-with-assets-overseas

Assets and family outside SA, trusts and tax South African families who have created South African as well as foreign trusts may be living all over […]
May 1, 2019

Court case about authority to act on behalf of company

Interfocus SA Investments 172 (Pty) Ltd and Another v Storbeck and Another [2019] ZAWCHC 12
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