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Covid-19 emergency budget speech summary

Projected consolidated budget spending, including debt, will exceed R2 trillion for the first time ever.

Using an inter vivos trust to achieve your objectives

An inter vivos trust can be used to limit estate duty liability, bolster succession planning, or to protect certain assets from creditors.

These cognitive biases can affect your investment decisions

It makes sense to be aware of the biases our brains are hard-wired for.

Seven habits of the financially independent

Financially independent people exercise consistently sound decision-making by consulting widely.

How to avoid becoming a victim of a phishing scam

As fraudsters evolve, we need to become more aware of what information we put out there.

Ensuring liquidity in your estate

Four steps to follow to ensure there are no liquidity shortfalls in your estate.

Divorce: Important financial considerations

Before signing a divorce settlement, be sure to get an independent advisor to prepare a comprehensive financial plan based on the terms of the settlement.

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.
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