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Tax and your estate plan

Understanding how your estate will be taxed and how the various tax laws apply is key to formulating a good estate plan.

Important things to consider before withdrawing retirement savings

Cashing in your retirement savings can trigger a high tax implication.

Risk cover: Consider these tools to protect yourself

These products all come at a price, and it’s often difficult to prioritise what cover you need and how much.

Five financial planning tools for single parents

Fortifying your finances as a single parent means taking all steps possible to protect your income and your child’s future.

Estate planning: The role of your executor

You need to appoint someone with the right set of skills to ensure that the process runs as smoothly as possible.

The ugly truth about the existing stealth-wealth taxes in SA

Balance sheet taxes can be materially more impactful than what taxpayers are expecting.

How many wills do I need?

The immediate answer to this question is at least one.

The division of assets on divorce

Understanding the consequences of your matrimonial property regime is an essential first step in the process.

Traditional and non-traditional equity valuations models

It's important to understand the underlying assumptions of the model used to determine whether the current share price is under or overvalued.

A living will: Your questions answered

A living will can serve to speak for you when your voice is silenced. 

Five steps to investing offshore

Taking your money offshore is a multi-step, administratively intense process.

Financial desperation: A breeding ground for Ponzi schemes

As the coronavirus pandemic leaves more people in financial distress, the breeding ground for investment schemes is unfortunately fertile.

WATCH: May 2020 economic update

The S&P 500, FTSE 100, and Hang Seng fell in May, while the Alsi increased by 2.11%.

The costs of caring for an aged parent

Providing for the daily living and medical costs of your elderly parent – whether part or in full – can be enormously expensive.

Do you need a will for your foreign assets?

The main reason for creating a foreign will is to avoid delay in winding up your estate.
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