17/07/2026
Beneficiary nomination forms may look like simple administrative documents, but they can carry significant estate planning consequences.
They can influence how quickly your loved ones receive money after your death, whether certain assets fall into your estate, whether executor’s fees apply, how taxes are calculated, and whether your intentions are carried out as planned.
They should also not be viewed in isolation. Your will, life policies, retirement funds, living annuities, business assurance policies, discretionary investments and family circumstances all need to work together.
If your beneficiary nominations have not been reviewed since you first completed them, now may be a good time to revisit them.
Read the full article at the link in our bio.
https://crue.co.za/why-beneficiary-nominations-deserve-more-than-a-signature/