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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
My husband’s preservation fund interest is low. What are the alternatives?

My husband’s preservation fund interest is low. What are the alternatives?

6 Aug 2020
The first step is to determine whether the current asset allocation is appropriate.
Personal Finance Retirement
Should I invest R1m in a balanced unit trust for medical expenses?

Should I invest R1m in a balanced unit trust for medical expenses?

5 Aug 2020
If I go through with this, I would then cancel my medical aid.
Medical Cover Personal Finance Retirement
Is the value of a living annuity included in the calculation of executors’ fees?

Is the value of a living annuity included in the calculation of executors’ fees?

30 Jul 2020
The only instance where such fees may be charged is where no beneficiary is nominated to the living annuity.
Estate planning Personal Finance Retirement
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
Are provident fund transfers restricted when changing jobs?

Are provident fund transfers restricted when changing jobs?

22 Jul 2020
You may move your provident fund but it's important to understand all the options available before making any decisions.
Personal Finance Retirement
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
Are the fees charged by testamentary trustees legislated?

Are the fees charged by testamentary trustees legislated?

2 Jul 2020
And what constitutes a dereliction of duty by these trustees?
Estate planning Personal Finance

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