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ADVISOR VIEWS 

Stress-free tax filing

Tips on how to submit your return efficiently.

Plan B – financial emigration

The key to financial emigration is to set up an offshore trust, move your investments or capital into the trust and live from the trust.

Adjusting finances for the ‘blended’ family

Be aware that any account beneficiary designation will take priority over the provisions of a will.

How to transfer wealth between generations

A bottom-up approach to a family’s asset allocation can materially enhance overall wealth.

Where are the best returns for your investment, at this moment?

Risk is probably as important as returns, yet investors seldom want to discuss it.

Money and stress

It’s very difficult to solve a problem if you refuse to accept that you have one.

A handful of easy tips when planning your estate

Consider a last will and testament, beneficiaries, estate liquidity, record-keeping and taxes.

This building block is a key part of any financial plan

Why risk cover is so important.

Pay less tax and be patriotic? Yes it can be done

The attraction of the upfront income tax relief, via Section 12J, is that it effectively reduces the cost of the investment, thereby boosting overall returns.

Five retirement myths

It's best not to bank on working past 65 or making a huge profit on selling your house. Plan for unforeseen circumstances.

Moneywise tips for saving for your holiday during a recession

Plan your holiday properly to avoid the bitter after-taste of a holiday you enjoyed but could not afford.

Investing in a bear market

It doesn't makes sense to shift your money around to outguess the markets.

The importance of committing to a plan, and sticking to it

Investors need to remain committed to their investment strategies, and in particular offshore exposure.

Use tax efficiency to enhance your long-term returns

South Africans can enhance their long-term investment returns by taking advantage of suitable exemptions permitted by Sars and by reducing their income tax via rebates.

How should I invest a lump-sum?

You may have a better rate of return by putting a lump sum towards your debt, than you would investing it.
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