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LATEST

ADVISOR VIEWS 

Estate planning: tax implications on death

28 January 2021 / By Eric Jordaan
Understanding the various taxes that your estate could be liable for is an important part of estate planning.

Calculating your estate duty

26 January 2021 / By Gareth Collier
Estate duty taxes the transfer of wealth or assets from the deceased’s estate to the beneficiaries.

10 things that can rob you of your financial peace of mind

25 January 2021 / By Craig Torr
Numerous studies have demonstrated a cyclical link between financial worries and mental health problems.

Can I save myself ‘rich’?

22 January 2021 / By Stephen Katzenellenbogen
Different people save for different reasons, and the earlier you start, the better it is.

How to set yourself up early for financial success

21 January 2021 / By Thulisile Nkomo
What you need to consider when starting a job.

Setting up a business: sole proprietorship, partnership, or private company?

21 January 2021 / By Craig Torr
What to consider when selecting the most appropriate structure for your new business.

December economic review

20 January 2021 / By Mauro Forlin
The finalisation of Brexit brought cheers to the markets.

Choosing your new financial advisor via Zoom

20 January 2021 / By Alwyn Smit
What role do snap judgements make when interaction and assessment take place in a Zoom meeting?

Your rights as a cohabiting partner

19 January 2021 / By Devon Card
Contrary to popular opinion, living together or cohabitation is not a recognised legal relationship in this country.

The only financial tip for 2021

18 January 2021 / By Costas Souris
For you, your family, and your business to pursue with hyper-focus, here's one financial tip that will power you forward.

The financial duties and responsibilities of your trustees

18 January 2021 / By Eric Jordaan
And why choosing financially astute trustees is so important.

Alternative investments for you to consider

14 January 2021 / By Michael Haldane
If you are looking for something a bit more bespoke, these investment options may be a good fit for you.

Retirement savings: divorced spouse’s rightful claim

13 January 2021 / By Wouter Fourie
A divorcee can lay a claim to a portion of their partner's monthly pay-out from a living annuity.

The process of setting up an inter vivos trust

13 January 2021 / By Eric Jordaan
There are far-reaching financial and legal implications of setting up a trust.

Buy and sell insurance as a funding mechanism for succession

11 January 2021 / By Craig Torr
Buy & sell insurance helps ensure the smooth transfer of shareholding in the event of the death, disability, or severe illness of one of the shareholders.
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