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Is the Easy Equities platform best?

13 Oct 2020
And what other platforms encourage investors to invest in a cheaper way?

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

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

Should I use most of my provident fund as capital in a new business?

25 Sep 2020
Quantify the business risks: this represents the majority of your pension, and you don't have time on your side to build it up again.

Which is more tax-effective: putting R1.5m in a unit trust or my access bond?

23 Sep 2020
A third option exists that may be the perfect solution.

Can all my investment allocations in my provident fund be invested offshore?

22 Sep 2020
Unfortunately not. The best thing is to look at the total allocation of your provident fund to ensure the maximum of 30% offshore exposure is fully utilised.

What are the tax implications of transferring my RAs into a living annuity?

17 Sep 2020
Transfers to a living annuity are done on a tax-neutral basis, but there are a few things to be aware of.

Can I split my retirement savings into two living annuities without incurring tax?

16 Sep 2020
It's not necessary – diversification can also be achieved within one vehicle.

How would an offshore dividend be taxed?

15 Sep 2020
Most foreign dividends are taxable at a maximum effective rate of 20% via the normal tax system.

Would it be better to invest R500k or deposit it into my bond?

10 Sep 2020
The decision is not as simple as one might think.

If a minor inherits immovable property, can it be managed by their guardian?

9 Sep 2020
And how many immovable properties can be bequeathed without needing to pay transfer duty?

Should I invest in overseas feeder funds or overseas rental property?

8 Sep 2020
The two differ significantly in terms of risk, possible returns and diversification opportunities.

Can I reduce my monthly bond premium instead of the repayment term?

3 Sep 2020
You can. After making your lump sum payment, inform your bank that you want your monthly premiums adjusted accordingly.

Should I invest my emergency fund in a tax-free investment while I look for work?

2 Sep 2020
Whichever product you choose, you should be able to access it when necessary and it shouldn't be exposed to the volatility of the listed share markets.

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.

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.
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