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Wealth Transfer 101: Understanding taxes, trusts, and family dynamics

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22/08/2025 12 min
Wealth Transfer 101: Understanding taxes, trusts, and family dynamics

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Episode Synopsis

South Africa faces a massive wealth transfer. Lisa Kaplan of Sterling Private Wealth explains how planning can protect legacies.

More episodes of the podcast Sponsored Content

From grey list to growth: How SA is shaping up for 2026 10/12/2025
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South Africa’s mid-corporate landscape and 2026 outlook 02/12/2025
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Bidvest elevates international payments with predictable pricing and digital innovation 24/11/2025
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Fees a principal destroyer of building wealth 11/11/2025
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