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LATEST Financial Planning  

8

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

8 Sep 2021 /  Toy Meyer
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.
5

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

19 Mar 2021 /  Ciaran Ryan
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.

Unpacking SA’s tax changes, loop structures and exchange control shifts

11 Mar 2021 /  Moneyweb
'Ultra-high net worth clients definitely want to explore opportunities with the new relaxations'.
1

How can I ensure my life policies and pension get paid into a testamentary trust?

9 Feb 2021 /  Rick Briers-Danks
There's no perfect solution, but here are some options....
22

Obtaining residency and doing business in Mauritius

15 Jan 2021 /  Jaco van Zyl
Recent legislative changes have made it easier for foreigners to live and work in the country.

Local bond market attractive, but be cognisant of SA-specific risks

15 Jan 2021 /  Patrick Cairns, Citywire
Managing duration in fixed income will be key in 2021 – Sasfin.
8

Your will and the reality of procrastination

9 Jan 2021 /  Brandon Garbutt
Life can be unexpected.
1

Common wealth planning mistakes and how to avoid them

9 Jan 2021 /  Louis Jooste
One of the most underrated consequences of death is the need for liquidity, for your loved ones to meet the financial obligations of your estate.
3

Just thinking long term is not enough

8 Jan 2021 /  Anet Ahern
It's important to adjust portfolios to manage risks as they emerge and include future growth drivers.
2

The key elements of a good financial plan

6 Jan 2021 /  Gerard Visser
Your plan should be updated every year.
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