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ADVISORS FROM

Crue Invest (Pty) Ltd 

LATEST FROM

Crue Invest (Pty) Ltd 

Your first job: key financial steps to take

Take time at the outset of your career to ensure your financial path forward is a secure one.

What to consider when investing indirectly offshore

The decision to invest some of your funds offshore should always be taken as part of your overall investment strategy.

The process of applying for an administrator for a loved one’s estate

There are two options available for the appointment of a third party to manage the affairs of a mentally incapacitated person.

Your insurance policies and estate duty

Getting the estate duty implications of your life assurance policies wrong can have severe consequences for your estate and your loved ones.

When your spouse has dementia

Planning for loss of mental capacity.

10 ways to maximise the benefits of your tax-free savings account

The tax benefits of TFSAs are indisputable.

First-time investing: setting up your retirement annuity

A step-by-step guide on how to choose and set up an RA that is appropriate for your needs and circumstances.

The impact of Regulation 28 on your retirement funds

Regulation 28 essentially limits asset managers’ allocations of retirements savings to certain assets classes.

Re-evaluating the costs of education in the face of a pandemic

Exploring the costs of the various schooling options available for parents.

The A-Zs of retirement annuities

Helping you navigate the minefield of this retirement product.

Choosing a retirement annuity: here’s what to consider

With the end of the 2020/21 tax year almost upon us, now is a good time to consider setting up a retirement annuity.

Retirement fund harmonisation: your questions answered

The latest Taxation Laws Amendment Bill is set to come into effect on 1 March 2021.

Estate planning: tax implications on death

Understanding the various taxes that your estate could be liable for is an important part of estate planning.

Calculating your estate duty

Estate duty taxes the transfer of wealth or assets from the deceased’s estate to the beneficiaries.

10 things that can rob you of your financial peace of mind

Numerous studies have demonstrated a cyclical link between financial worries and mental health problems.

Setting up a business: sole proprietorship, partnership, or private company?

What to consider when selecting the most appropriate structure for your new business.

Your rights as a cohabiting partner

Contrary to popular opinion, living together or cohabitation is not a recognised legal relationship in this country.

The financial duties and responsibilities of your trustees

And why choosing financially astute trustees is so important.

The process of setting up an inter vivos trust

There are far-reaching financial and legal implications of setting up a trust.

Buy and sell insurance as a funding mechanism for succession

Buy & sell insurance helps ensure the smooth transfer of shareholding in the event of the death, disability, or severe illness of one of the shareholders.

Financial planning fundamentals

Here’s what your financial plan should incorporate.

Trusts: technical terms explained

Trust are a technical area of financial planning and should ideally be navigated with guidance from an estate planning expert.

Donations and exemptions

Understand the tax implications of giving and receiving donations.

Why and how to support local businesses this festive season

SMEs play a vital role in creating employment and growth.

Using trusts to achieve your estate planning objectives

The primary functions of trusts are to provide asset protection and continuity of ownership.

The practical workings of testamentary trusts

What legal principles apply to testamentary trusts, how do they practically come into existence, and how are they terminated?

Your 2021 resolutions depend on the financial decisions you make now

If you really want to make headway with your finances, now is the time to start getting serious.

What to consider before shopping this Black Friday

Don’t let the lure of Black Friday distract you from your financial priorities.

How single parents can protect themselves financially

Mechanisms that single parents can use to strengthen their financial positions.

Considering being a stay-at-home parent?

Here’s what to take into account...

Offshore investing: incorporating global diversification into your investment strategy

Global diversification is really just another way to achieve a well-balanced portfolio.

What does your good health mean for your retirement plan?

Being fit, healthy and free from ailments may give one a false sense of security when it comes to planning for the future.

Financial planning for independent contractors and gig workers

Gig workers have little employee protection and employee benefits, making financial planning an imperative for them.

Living annuities: Your questions answered

Choosing a living annuity is a decision you cannot afford to get wrong.

Here’s how your loved one’s estate will be wound up

The winding-up process can be an extremely frustrating and time-consuming exercise subject to bureaucracy and red tape.

The process of financial emigration

Financial emigration should not be confused with emigration and it is important to understand the difference at the outset.

Income protection: providing a salary when you are unable to earn

Income protection is crucial for anyone who depends on their monthly income to cover their living costs and save for retirement.

Estate planning for your worldwide assets

How to protect your foreign assets and ensure that their succession is correctly planned for.

What to consider when choosing an annuity income

Selecting the most appropriate annuity for your personal circumstances can be challenging.

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

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