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Stand a chance to win R10 000 in a unit trust with Old Mutual
‘Tis the season for giving and we’re all wondering how we’ll share the love with our nearest and dearest. While stocking fillers and sweet treats are great – why not give them a life-long gift, a legacy to last beyond the festive season? There are a few things you can do to improve the lives of your loved ones – which is the real gift that keeps on giving. And what better gift can you give them than a better future? Read on for a few pointers.
Have you updated your will?
If you have a will in place, be sure to update it to ensure your family will have less struggles if anything happens to you. If you don’t have a will in place, Old Mutual can help you set up your will and create a tax-effective estate plan.
Do proper estate planning
Even if you don’t have a lot of assets, you need to plan for what happens to it, if something happens to you – Old Mutual can help with this too. Your estate is made up of everything you own – such as your house, car, savings, investments and personal possessions. Estate planning minimises the taxes that may be payable and ultimately protects your heirs’ interests.
How to protect your partner
Have you heard about the Old Mutual Protect Last Survivor Cover? This is perfect for a married couple, to help you protect your assets. It also provides a cost-effective way to leave a legacy for your children.
So how does it work? When you die, estate duty may be payable. However, if you leave your entire estate to your spouse, this will be paid by your spouse’s estate when he or she dies. Old Mutual Last Survivor Cover will pay out a tax-free amount from R100 000 after you and your spouse die, to help pay the estate duty and other related expenses. There are also various other plans which cater to your needs and hopes for your family’s future. Life insurance goes a long way and can create a financial legacy for your family, when they need it most.
Give the gift of life this festive season – and a prosperous future!
WIN with YOU and Old Mutual
We want to kickstart your savings and boost the investment in your family’s future – every little bit counts!
Enter the Old Mutual Gifts that Last competition and stand a chance to win R10 000 in a unit trust.
Simply complete the form below!
