Wealth and Legacy Group

26/09/2025

Some beneficiaries need more guidance than a lump sum can offer.

Think about children, loved ones with special needs, or dependants who face financial challenges.

Your Will can create a trust to safeguard their future.

Wealth and Legacy™ Group will guide you through the process and act as independent trustee when needed.

Visit www.wealthandlegacy.co.za to secure your legacy.

Wealth and Legacy Group (FSP 45445)

18/09/2025

Your life evolves. Your Will should too.

Got married? Had children? Started a business? Divorced? Acquired offshore assets?
Big life changes like these are a signal to review your Will.

Parents, take note: The Children’s Act requires that you appoint a legal guardian for your minor children in your Will. If you don’t, the courts will decide who looks after them.

Let’s make sure your Will reflects your life today.

Wealth and Legacy Group (FSP 45445)

17/09/2025

We're joining Aubrey Masango tonight at 8PM on Radio 702 and CapeTalk for Financial Matters to unpack why a Will is more than just ticking a legal box – it’s a critical step in Wealth and Legacy™ planning.

From guardianship for minors to navigating offshore estate complexities, we’ll be sharing expert insights to help you make informed decisions for the future.

Tune in and equip yourself with the knowledge to protect what matters most.

09/09/2025

Your executor carries out your final wishes. Would you trust just anyone with that?

Choose experience. Choose empathy. Choose professionals who belong to a registered fiduciary body and understand estate complexity.

We’ll draft and securely store your Will – contact them for a complimentary consultation.

Wealth and Legacy Group (FSP 45445)

03/09/2025

Anyone can draft a Will. But does your Will reflect your real-life circumstances?

A well-crafted Will is more than just a legal formality – it’s a tool to protect your legacy and the future of your loved ones.

Let’s help you make sure your Will reflects the real complexities of your life.

Contact us for a complimentary consultation: www.wealthandlegacy.co.za

Wealth and Legacy Group (FSP 45445)

01/08/2025

☕ We’re brewing something special for you!

Stand a chance to win a Nespresso® Coffee Machine – the perfect way to elevate your mornings.

To enter:
1️⃣ Like this post
2️⃣ Follow our page – Wealth and Legacy Group
3️⃣ Tag 2 friends you’d share a cup with – and if you'd like, tell us how you take your coffee!

✨ Bonus entry: share this post to your Story and tag us.

✅ The more platforms you enter on, the better your chances.
🏆 Winner drawn on 1 September 2025.

Open to South African residents aged 18 and over. Authorised FSP 45445.
Full Terms & Conditions: https://wealthandlegacy.co.za/giveaway

Good luck and happy brewing!

27/06/2025

We’ve created a guide to help you track every match as the Springboks kick off their 2025 season this weekend.
Save it, share it, and show your support.

Wealth and Legacy Group is an authorised Financial Services Provider (FSP 45445).

18/06/2025

The South African Revenue Service (SARS) has officially announced the timelines for the 2025 Tax Season. Understanding these important dates is essential to ensure compliance and avoid any penalties for late submissions.

Click on the link below to read more.

The South African Revenue Service (SARS) has officially announced the timelines for the 2025 Tax Season. Understanding these important dates is essential to ensure compliance and avoid any penaltie…

04/06/2025

03/06/2025

Tune into "It’s Your Right" with Simphiwe Ncongwane this afternoon at 16:30 on SABC 1, where Angélique Krügel, representing the Fiduciary Institute of Southern Africa (FISA), will share practical guidance on avoiding delays in winding up deceased estates.

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11/06/2024

Tax Season 2024 dates

Individual taxpayers (non-provisional): 15 July 2024 to 21 October 2024

Auto-assessment notices: 1 – 14 July 2024

Provisional taxpayers: 15 July 2024 to 20 January 2025

Trusts: 16 September 2024 to 20 January 2025

20/05/2024

We are grateful and proud to be recognised for having one of the Top Women Leaders in our organisation.

Angelique Krügel's dedication, vision, and outstanding contributions have significantly shaped our company's success and culture.

We are thrilled to welcome Wealth & Legacy Group to the next edition of the Standard Bank Top Women Leaders Publication!

The Wealth & Legacy Group offers independent wealth advice that ranges from the structuring of assets, tax, fiduciary and investment of funds. With an established network of sought-after experts in the industry who form part of their team, their knowledge and expertise is used to engineer solutions that protect and promote financial prosperity. With client relationships being at the cornerstone of their operations, the Wealth and Legacy Group personally ensures they are aware of their client’s needs in order to offer the best fit solution to protect and enhance their financial well-being.

Read the current edition here: https://hubs.la/Q02x3c5N0