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What if you had sold in fear?

28 July 2020 / By Jesse Morgans
A realistic scenario illustrating selling into a falling market.

Marriage vs cohabitation: The different financial consequences

27 July 2020 / By Eric Jordaan
There are pieces of legislation that recognise the rights of cohabiting couples.

Covid-19 reminds us that financial structures are more important than ever

24 July 2020 / By Madeleine Schubert
Nine lessons Covid-19 has taught (and in some cases, retaught) me…

Delay in government getting its hands on the pension fund pot

23 July 2020 / By Michael Haldane
The ANC has confirmed that it is relooking at changing the rules of Regulation 28.

Divorce and your retirement funds

23 July 2020 / By Eric Jordaan
The division of assets where a retirement fund or multiple retirement funds are involved is complicated.

What are the alternatives to tax havens?

22 July 2020 / By Costas Souris
Tax havens will always exist as people seek to protect their families and wealth in uncertain and disruptive times.

Major money mistakes couples make

21 July 2020 / By Gareth Collier
Money is the number one reason that couples fight.

Steps to take before drafting a will

20 July 2020 / By Craig Torr
Drafting a will requires the drafter to give careful thought to a number of important issues.

The benefits of using model unit trust portfolios

16 July 2020 / By Michael Haldane
Diversification can be expanded to not only include different asset classes, but also different fund managers.

Choose your trustees carefully

16 July 2020 / By Devon Card
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?

14 July 2020 / By Eric Jordaan
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

13 July 2020 / By Michael Haldane
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

13 July 2020 / By Craig Torr
Financial planning has had to evolve to cater to more diverse, and often complex, family structures.

Buying offshore property – what you need to know

10 July 2020 / By Dale Irvine
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

9 July 2020 / By Michael Haldane
The tax filing season will only be opening as from September 1.
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