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When I die, will stocks held in a US stock exchange through a UK bank be regarded as US or UK assets?

When I die, will stocks held in a US stock exchange through a UK bank be regarded as US or UK assets?

12 Aug 2020
The location of the asset, not the stockbroking account, is what counts.
Estate planning Investments Personal Finance
Will a dollar/pound investment safeguard the value of my money?

Will a dollar/pound investment safeguard the value of my money?

11 Aug 2020
Foreign cash in the bank is likely to face the headwinds of inflation, low-interest rates and potential costs.
Investments Personal Finance
Is it wise to invest R1m of my pension in fixed assets for five years?

Is it wise to invest R1m of my pension in fixed assets for five years?

29 Jul 2020
Investing in fixed income instruments over a long period could lead to higher longevity risk for retired investors.
Investments Personal Finance Retirement
Is a tax-free fixed deposit the best way to use my tax-free allowance?

Is a tax-free fixed deposit the best way to use my tax-free allowance?

28 Jul 2020
Or should I invest in a unit trust or ETF portfolio?
Investments Personal Finance Tax
Should I file a complaint against my wealth manager with the FSCA?

Should I file a complaint against my wealth manager with the FSCA?

23 Jul 2020
Steps to take before approaching the regulator.
Investments Personal Finance Unit Trusts
For tax purposes, can I set up a shelf company to buy property?

For tax purposes, can I set up a shelf company to buy property?

21 Jul 2020
Should the shelf company generate an income from the investment property, it will be deemed an active trading company.
Investments Personal Finance Tax
Should I cash out my policies to pay my business’ debt?

Should I cash out my policies to pay my business’ debt?

14 Jul 2020
The using of debt to fund a business is a useful tool if kept under control.
Investments Personal Finance Retirement
On retiring, can I pay my provident fund into an existing preservation fund?

On retiring, can I pay my provident fund into an existing preservation fund?

9 Jul 2020
Can I later make lump sum withdrawals from the preservation fund, pay withdrawal tax and leave the remainder in the fund?
Investments Personal Finance Retirement Tax
Can I use the annual CGT exemption to lower tax at the end of my investment term?

Can I use the annual CGT exemption to lower tax at the end of my investment term?

8 Jul 2020
Using your annual capital gain exclusion should be done within the context of your investment horizon and your personal income tax liability.
Investments Personal Finance Tax Unit Trusts
Where can a blue-collar worker find a suitable financial planner?

Where can a blue-collar worker find a suitable financial planner?

7 Jul 2020
It seems companies tend to cater to higher-income families, individuals or entities.
Investments Personal Finance
What is the maximum I can increase my monthly pension payout to?

What is the maximum I can increase my monthly pension payout to?

1 Jul 2020
The living annuity drawdown rules have been temporarily relaxed, allowing annuitants to adjust their drawdown rates to between 0.5% and 20% until September 30.
Investments Personal Finance Retirement
Are RSA retail bonds an option for a pensioner requiring monthly income?

Are RSA retail bonds an option for a pensioner requiring monthly income?

30 Jun 2020
And what are the risks?
Investments Personal Finance Retirement
How is tax calculated when you sell foreign ETFs?

How is tax calculated when you sell foreign ETFs?

25 Jun 2020
There have been no major changes to the Income Tax Act since 2015, except for amendments to include rates and exemption levels of certain taxes.
Investments Personal Finance Tax Unit Trusts
How can I get a better return when investing R100k?

How can I get a better return when investing R100k?

24 Jun 2020
Your investment term will determine your investment options and potential return.
Investments Personal Finance Retirement
I’m 75 with no pension. How can I invest R750k to generate income?

I’m 75 with no pension. How can I invest R750k to generate income?

23 Jun 2020
Investment plans have to be carefully customised to each investor’s specific requirements.
Investments Personal Finance Retirement

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