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LATEST Financial Planning  

FSCA to review troublesome universal life policies

4 Oct 2021 /  Eleanor Becker   2
Long-term insurance ombud says these policies may result in unfair outcomes to policyholders.

Signing surety doesn’t have to be a life sentence

26 Sep 2021 /  PJ Veldhuizen   2
But be very sure about what you're signing up for.

Understanding the roles of those nominated in your will

19 Sep 2021 /  Christel Botha   1
A look at considerations for minor children, who benefits from a trust and more.

Without a will: What happens to your home when you die?

18 Sep 2021 /  Transaction Support Centre   1
The intended heir may not be the one who ultimately inherits it.

How to invest for your child’s education and starter investments

17 Sep 2021 /  Boitumelo Ntsoko   3
Craig Torr, CFP at Crue Invest, discusses how much you need to save for your child’s secondary and tertiary education, the best product to achieve this, how to save for a nest egg to set them up and the options available for parents to kickstart their child’s investment journey.

INN8 launches local investment platform

17 Sep 2021 /  Akhona Matshoba   3
Aiming to eliminate the pain points and complexities of investing for both advisor and client.

Why you need a will

13 Sep 2021 /  Fifi Peters  
Tony Hakime – Senior manager, Standard Trust Limited.

How long does it take to dematerialise and sell shares when winding up an estate?

8 Sep 2021 /  Toy Meyer   8
It can take several months since the share certificates will be in a holding position while the various processes associated with winding up an estate unfold.

Can a testamentary trust purchase a vehicle for the guardian to drive?

31 Aug 2021 /  Eric Jordaan  
If circumstances are such that a car needs to be purchased for the benefit of the minor children, and the powers given to the trustees are wide-ranging enough, it is possible.

International wills – family dynamics are part of the process

11 Jul 2021 /  Jonathan Colclough  
How to avoid disputes in inheritance.

Owning assets in a foreign country

3 Jul 2021 /  Rehana Cassiem  
Is there a need for a separate Will?

Know the risks involved when getting life insurance

26 Apr 2021 /  Nompu Siziba  
‘Our advice is to protect your income while you're alive by purchasing income protection, if you can. Leave your spouse after-death income benefits’: Leza Wells, chief product actuary, FMI.

Stick with credible operators, say crypto providers in response to FSCA health warning

19 Mar 2021 /  Ciaran Ryan   5
FSCA says it has over 170 open investigations on the go, many related to possible crypto scams.

Community of property: dealing with a spouse’s estate after death

15 Mar 2021 /  Nompu Siziba  
Eric Jordaan – Director, Crue Invest.
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