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Contact information

Contact Number: 021-5308500 / 082 824 8425
 
Address: 5 Long Place, Pinelands, Cape Town, 7405
 
Website: https://www.crue.co.za

About

Eric holds BA LLB LLM degrees specialisting in Tax, and is an admitted attorney. He is a Certified Financial Planning® professional and holds an Advanced Graduate Diploma in Financial Planning. Eric is a director and shareholder at Crue Invest and has a keen interest in retirement planning, estate structuring and tax.

Company Info

Crue Invest is a fiercely independent, niche financial planning practice based in Pinelands, Cape Town. Crue Invest is one of only 14 companies that hold the FPI Approved Professional Practice™ accreditation. This accolade recognises that the practice meets the highest ethical standards in pursuance of the financial planning profession. It also reinforces that Crue Invest’s standards in terms of knowledge, expertise and ethical conduct are amongst the best in the country. 100% of the company’s advisers hold the CFP® designation. Crue Invest is a fee-based practice that aims to form life-long parterships with clients to create and protect their wealth.

Eric ON MONEYWEB  

How do we amend an inter-vivos trust amid lockdown restrictions?

30 September 2020    17
With Covid-19 travel limitations there is no way we can get the necessary documents originally signed by my son. ...

What are the tax implications of my business making donations to a trust?

1 September 2020    43
Before making donations from funds in your CC, make your tax-deductible contribution to a retirement fund. ...

What are the tax implications of transferring a farm into a company?

4 August 2020    35
The first consideration is how the transfer will be effected. ...

Are the fees charged by testamentary trustees legislated?

2 July 2020    28
And what constitutes a dereliction of duty by these trustees? ...

How does a recent court ruling affect living annuities in divorce?

9 June 2020    42
The SCA ruled that the right to receive annuity payments is an asset in the annuitant’s estate and can be taken into account for the determination of accrual. ...

Is rental property still a good investment?

20 May 2020    247
There are several high-level considerations when deciding whether or not a rental property is a good investment. ...

Can I capitalise on the bear market by doing an RA/LA swop?

23 April 2020    40
Retirement annuities, living annuities – any investment decision should be considered within the requirements of a financial plan. ...

Should my mom purchase a retirement property using a trust?

12 March 2020    81
The decision will have to take into account various factors particular to both the individual and the larger family. ...

Will I be taxed for contributions to a new business?

6 September 2019    44
Tax implications will depend on the nature of the business and how you structure the investment. ...

How best do I invest for my grandchildren?

1 August 2019    24
Investing into one or two individual shares exposes you to significant risk. ...

How do I best invest my R6m lump sum from the RAF?

29 June 2019    146
Consider the emotional benefits of owning your own home without the anxiety of paying off a bond. ...

‘Independence is one of the most important aspects of any advisory firm’

24 May 2019    10
Why Crue Invest prides itself on being fiercely independent. ...
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Eric's VIEWS  

Freedom of testation: don’t take this liberty for granted

29 October 2020    2
There are many who fail to take advantage of this liberty by failing to draft a valid will and, as a consequence, die intestate. ...

The purpose of having an estate plan

19 October 2020    52
An estate plan helps to protect and distribute your wealth in line with your wishes. ...

Financial emigration: what is it and when is it appropriate?

12 October 2020    2    158
Financial emigration is a complex, lengthy and expensive exercise, and should not be undertaken lightly. ...

Married in community of property: Financial planning for a joint estate

29 September 2020    277
There are some potentially disadvantageous flaws to this system. ...

Wills, trusts and deceased estates: Your questions answered

14 September 2020    1    173
Estate planning and the winding up of deceased estates can be complicated areas to navigate. ...

The role of your child’s guardian

8 September 2020    33
Choosing a guardian for your children is a huge decision to make and takes careful consideration. ...

Financial planning for couples married with the accrual system

25 August 2020    50
What couples need to be aware of when making financial decisions. ...

Choosing a matrimonial property regime

18 August 2020    68
Exploring the advantages and disadvantages of each matrimonial property regime. ...

Estate planning: assets that fall outside of your estate

14 August 2020    5    217
And how to deal with these assets. ...

Marriage vs cohabitation: The different financial consequences

27 July 2020    2    108
There are pieces of legislation that recognise the rights of cohabiting couples. ...

Divorce and your retirement funds

23 July 2020    128
The division of assets where a retirement fund or multiple retirement funds are involved is complicated. ...

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

14 July 2020    68
There are three options available, all of which serve different purposes and are governed by different pieces of legislation. ...

Generational financial planning: Tools for wealth transference

30 June 2020    63
From trusts to business assurance, these tools will ensure the safe transfer of wealth to beneficiaries. ...

Using an inter vivos trust to achieve your objectives

24 June 2020    95
An inter vivos trust can be used to limit estate duty liability, bolster succession planning, or to protect certain assets from creditors. ...

Tax and your estate plan

17 June 2020    93
Understanding how your estate will be taxed and how the various tax laws apply is key to formulating a good estate plan. ...

The division of assets on divorce

8 June 2020    9
Understanding the consequences of your matrimonial property regime is an essential first step in the process. ...

Do you need a will for your foreign assets?

1 June 2020    23
The main reason for creating a foreign will is to avoid delay in winding up your estate. ...

Planning your affairs: Use these tools effectively

25 May 2020    44
Effective estate planning involves making full use of the mechanisms available to you when crafting your legacy. ...

The benefits of special trusts

20 May 2020    36
Special trusts help protect the assets of minor children or beneficiaries with special needs. ...

What to consider when choosing an executor

14 May 2020    75
Your executor will need widespread skills and acumen to fulfil their duties effectively. ...

Retrenchment: Financial decisions that need to be made

4 May 2020    202
What to do with your severance package, retirement benefits, group life cover and medical aid. ...

Financial and estate planning advice for cohabiting couples

28 April 2020    61
Cohabitants leave themselves financially exposed in the event of the relationship coming to an end or in the event of death. ...

What to do if you get retrenched

14 April 2020    680
It is important to stay calm and keep a clear head. ...

Choosing the best entity for your business

2 April 2020    27
It is essential to choose the right format at the outset to avoid administrative, financial and legal difficulties as your business grows. ...

The value of testamentary trusts

26 March 2020    56
These trusts can be used to protect and preserve assets bequeathed to minor children, mentally or physically disabled beneficiaries or a surviving spouse.   ...

Unmerging your money after a divorce

16 March 2020    19
How to set yourself up for independent financial security. ...

What happens when you die without a valid will?

5 March 2020    130
Eight factors you need to be aware of. ...

Using insurance to protect your business into the future

18 February 2020    15
Two insurance policies businesses should consider. ...

Avoid these errors when drafting your Will

11 February 2020    428
The last thing any testator would want is to create confusion among their heirs. ...

Financial fitness: Developing a training programme that works for you

6 February 2020    22
Financial fitness sets us on a path to achieve our financial goals. ...

The financial consequences of your marriage contract

3 February 2020    112
How your choice of marriage regime can impact you. ...

Retiring from your RA: What happens next?

30 January 2020    86
There is no one-size-fits-all solution when it comes to retiring from an RA. ...

What happens when your spouse dies?

20 January 2020    272
You may face financial challenges if you don't understand the impact of your marital property regime. ...

Healthcare costs in retirement: Don’t rely on wishful thinking

14 January 2020    76
Ill-health goes hand-in-hand with ageing. ...

The honeymoon is over: Money management advice for newlyweds

7 January 2020    63
Tips for a happy financial future together. ...

New Year’s Revolution: Practical tips to revolutionise your money management in 2020

1 January 2020    45
Turning your financial situation around means taking steps to manage your money better, smarter and purposefully. ...

Multi-sensory selling: How retailers entice you to spend your hard-earned money

19 December 2019    38
Retailers manipulate your senses to get you to spend more time in-store and to spend more money. ...

Maximise your legacy: Effective estate planning tools

10 December 2019    30
You can use estate planning tools to make financial provision for your loved ones, ensure smooth business succession and account for offshore assets. ...

Freedom of testation: Understanding key concepts and principles

2 December 2019    14
Estate planning is a complex area of expertise and it helps to understand key concepts and principles before developing one’s legacy. ...

Financial terminology: Know the difference between these key concepts

26 November 2019    29
Do you know what is the difference between an heir and a legatee? ...

Financial infidelity: Trust is not the only casualty

21 November 2019    14
Financial infidelity can cause arguments, unhappiness in the home, built-up resentment and anger, financial instability, and even divorce. ...

Working your life away: What happens if you can’t afford to retire

14 November 2019    123
10 considerations to help you get on track. ...

There is no blueprint for modern day retirement

6 November 2019    51
With rapidly increasing longevity and the advent of new investment vehicles, it is unlikely that you will be able to use your parents’ retirement plan. ...

Mounting credit card debt: A financial horror story

30 October 2019    134
The abuse of credit cards is often a precursor for future financial difficulties. ...

Financial advice for single mothers

25 October 2019    55
Besides the gender pay gap and running a single-income household, single mothers face unique challenges. ...

Working towards financial freedom

21 October 2019    39
A mindset is needed of working towards a point where we can do whatever we like for the rest of our lives. ...

Money mistakes to avoid in your 30s

16 October 2019    281
The financial decisions you make in your thirties can set the general course of your financial journey – it’s essential to get them right. ...

Managing your money stresses

2 October 2019    26
Eight tips to put you more in control. ...

Winding up an estate

19 September 2019    191
Executors need a good understanding of accounting, finance and tax. ...

Drafting a will: your questions answered

17 September 2019    41
If you die intestate the state appoints a legal guardian for your children. ...

Your will and other estate-planning tools

13 September 2019    59
Estate planning aims to protect your wealth while you're alive and ensure the maximum amount is transferred to beneficiaries after your death. ...

How to plan to not retire

11 September 2019    96
Financial planners need to come alongside their clients as they define their own version of the retirement life stage. ...

Questions to ask yourself before you retire

5 September 2019    71
Consider where you'll live, your budget, your longevity, and what you'll do with your time, among other things. ...

What prevents people from seeking financial advice?

27 August 2019    23
Sadly, many people wait until retirement before seeking financial advice – only to discover that they are under-funded for retirement. ...

Financial risks faced by cohabiting couples

19 August 2019    47
How to protect yourself in the event of the death of a partner or the dissolution of the relationship. ...

Questions to ask your financial advisor

14 August 2019    83
Your advisor should be able to show they'll will work independently for you, and won't be affected by industry/association affiliations. ...

Questions to ask the person you plan on marrying

6 August 2019    77
Disparate attitudes towards money, spending, bank accounts and property ownership can lead to unnecessary tension. ...

Financial planning advice for women

29 July 2019    43
Steps women can take to ensure their financial security. ...

Making your future retrenchment-ready

22 July 2019    37
Steps to take to ensure that you're retrenchment-ready – and what to do in the event it actually happens. ...

Multi-generational financial planning

17 July 2019    4
Part of the planning process is to ensure the next generation is equipped to receive the wealth, appreciate its value and make smart investment choices. ...

Planning for incapacity: dementia in focus

12 July 2019    58
Most open medical schemes don't recognise the illness as a chronic condition and very little cover is provided. ...

Smart savings

10 July 2019    42
How to access six different savings vehicles and who should take advantage of them. ...

Financial planning for the terminally ill

11 June 2019    37
After diagnosis, you may want to reassess your medical aid plan option, review any potential insurance claims you might have, and consider caring options for the future. ...

Why the gig economy may appeal to retirees

5 June 2019    49
The continual rise of digital platforms is generating more creative ways for retirees to generate income and contribute meaningfully to the economy. ...

Financial planning for children with special needs

27 May 2019    57
A special needs child's diagnosis, severity, prognosis and life expectancy all impact a parent's financial-planning process. ...

Navigating financial decisions at retirement

25 April 2019    58
A look at the proportions of savings to be taken as cash and the type of annuity to be purchased. ...
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