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What are the alternatives to tax havens?

Tax havens will always exist as people seek to protect their families and wealth in uncertain and disruptive times.

Major money mistakes couples make

Money is the number one reason that couples fight.

Steps to take before drafting a will

Drafting a will requires the drafter to give careful thought to a number of important issues.

The benefits of using model unit trust portfolios

Diversification can be expanded to not only include different asset classes, but also different fund managers.

Choose your trustees carefully

Many people who agree to take on the role of trustee are not fully aware of their duties and obligations, nor the extent to which they can personally be held liable.

What happens when your parents can no longer manage their finances?

There are three options available, all of which serve different purposes and are governed by different pieces of legislation.

Making asset allocation decisions in turbulent times

Focusing on assets and sectors that have not yet fully priced in the upcoming global economic recovery could be beneficial.

Financial planning for blended families

Financial planning has had to evolve to cater to more diverse, and often complex, family structures.

Buying offshore property – what you need to know

Investing in offshore property is not so simple, especially when it comes to taxes on income and estate planning

How the 2020 tax season will work

The tax filing season will only be opening as from September 1.

Investing: Focus on the fundamentals

It is important to understand what risks you are buying into when putting your hard-earned money to work.

Financial planning for the stay-at-home spouse

The couple should decide at the outset how the household budget and money management will operate so as to avoid tensions and dispute.

Rental income as part of your retirement income

Your retirement income and cash flow cannot rest on a 55% payment rate from tenants.

Why diversification is imperative in long-term investing

Diversifying minimises risk – always!

Retrenchment: The dos and don’ts

Steps you can actively take to protect your financial position and chart a way forward.
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