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Estate planning: tax implications on death

Understanding the various taxes that your estate could be liable for is an important part of estate planning.

Calculating your estate duty

Estate duty taxes the transfer of wealth or assets from the deceased’s estate to the beneficiaries.

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Numerous studies have demonstrated a cyclical link between financial worries and mental health problems.

Can I save myself ‘rich’?

Different people save for different reasons, and the earlier you start, the better it is.

How to set yourself up early for financial success

What you need to consider when starting a job.

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

What to consider when selecting the most appropriate structure for your new business.

December economic review

The finalisation of Brexit brought cheers to the markets.

Choosing your new financial advisor via Zoom

What role do snap judgements make when interaction and assessment take place in a Zoom meeting?

Your rights as a cohabiting partner

Contrary to popular opinion, living together or cohabitation is not a recognised legal relationship in this country.

The only financial tip for 2021

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

And why choosing financially astute trustees is so important.

Alternative investments for you to consider

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

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

There are far-reaching financial and legal implications of setting up a trust.

Buy and sell insurance as a funding mechanism for succession

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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