A roundup of industry news and opinions

Trusts - What are the Liabilities of Trustees

Estate Planning Financial Planning

Trusts have recently come under the spotlight from a SARS perspective. With the recent amendments, it is important for a trustee to fully understand their role and responsibilities.

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Tax Year End - ‘Tis the season

Financial Planning Investments Retirement Tax

With the end of the 2019 tax year fast approaching, it is important to ensure you are making full use of the allowable contributions to both Retirement Funds and Tax Free Savings accounts prior to the end of February 2019.

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Do we need to worry about Trade Wars?

Economics Financial Planning Investments Tax

The primary reason that countries engage in protection is to promote the economic strength of the home country, including employment, often at points when the global economy is weak, or when there is rising competition from foreign participants. Through stronger local industry a country becomes less reliant on imports from foreign nations, providing a stronger base from which to direct its own growth policies.

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What to consider when preparing your Last Will & Testament

Estate Planning Financial Planning

Having a Will is arguably one of the most important things you can do for yourself and your family. Not only can a Will legally protect your family and assets, it also gives you the comfort of knowing that the rewards of your life’s work will be distributed and managed according to your wishes, once you have passed on.

Read More

Will I Outlive My Retirement Savings?

Finance Retirement Risk & Assurance

We have all heard the saying that “50 is the new 40”. Well this statement is becoming a reality, as people are now living longer. Being able to live longer is certainly favourable, however the consequences of the increasing life expectancy are adverse when one has not saved sufficiently for retirement. Longevity risk can be reduced through maintaining a sustainable level of income.

Read More

From the financial advice team - January 2018

Economics Financial Planning Industry Investments
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Trusts - What are the Liabilities of Trustees

Estate Planning Financial Planning

Trusts have recently come under the spotlight from a SARS perspective. With the recent amendments, it is important for a trustee to fully understand their role and responsibilities.

Read More

Tax Year End - ‘Tis the season

Financial Planning Investments Retirement Tax

With the end of the 2019 tax year fast approaching, it is important to ensure you are making full use of the allowable contributions to both Retirement Funds and Tax Free Savings accounts prior to the end of February 2019.

Read More

Do we need to worry about Trade Wars?

Economics Financial Planning Investments Tax

The primary reason that countries engage in protection is to promote the economic strength of the home country, including employment, often at points when the global economy is weak, or when there is rising competition from foreign participants. Through stronger local industry a country becomes less reliant on imports from foreign nations, providing a stronger base from which to direct its own growth policies.

Read More

What to consider when preparing your Last Will & Testament

Estate Planning Financial Planning

Having a Will is arguably one of the most important things you can do for yourself and your family. Not only can a Will legally protect your family and assets, it also gives you the comfort of knowing that the rewards of your life’s work will be distributed and managed according to your wishes, once you have passed on.

Read More

Will I Outlive My Retirement Savings?

Finance Retirement Risk & Assurance

We have all heard the saying that “50 is the new 40”. Well this statement is becoming a reality, as people are now living longer. Being able to live longer is certainly favourable, however the consequences of the increasing life expectancy are adverse when one has not saved sufficiently for retirement. Longevity risk can be reduced through maintaining a sustainable level of income.

Read More

From the financial advice team - January 2018

Economics Financial Planning Industry Investments
Read More
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