Articles
Take a look at our latest articles.
Estate planning: how to ensure that your heirs (and not the taxman) benefit from your estate
Estate planning helps you avoid bequeathing a portion of your hard-earned cash to the taxman when you die.
Ex-pat financial planning – QROPS
What you need to know about your UK pension and QROPS as a British expatriate living in South Africa.
Executing an estate is a team matter
The executor is responsible for the administration of the deceased estate, but they work as part of a team to wind up an estate.
Extreme Market Volatility Accelerates 2023
Even if you are an eternal optimist and confirmed “market bull” the behaviour of global investment markets in recent years has been challenging. We find ourselves in transition from…
Estate Duty on Offshore Assets (for SA Tax Residents)
Estate duty is a tax levied after death when we transfer assets to our heirs. Many countries around the world have estate duty laws (although some levy no estate duty at all).
Facing death planning
Too few South Africans draft a will or ensure that sufficient assets and policies are in place to care for their loved ones, explains Richard Sparg.
Financial advice: is it worth it?
The financial world has become more complex. Choosing financial products and service providers is no longer a simple task.
Financial markets are rocketing – are you ‘phased’?
‘Phasing-in’ sees you investing over multiple months. It’s is a prudent approach when investing large sums into ‘fully priced’ financial markets.
Financial planning advice is no longer a luxury
Financial planning is one of the few professions that needs to take a proactive role in the client relationship.
Financial planning annual review – 6 items to cover
Your annual check-up with the GP covers certain areas and so should your financial health check with your financial planner.
