Feel free to enjoy my weekly columns as published in The Daily Maverick

113 - Should I cancel my medical aid?
1 min read

113 - Should I cancel my medical aid?

Be careful when leaving your medical aid, as you may have conditions applied if you rejoin.

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112 - How to create a stable succession plan for your small business
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112 - How to create a stable succession plan for your small business

A bit of clever planning can turn your small business into an income generator when you retire

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111 - What lump sum should you take from your retirement fund
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111 - What lump sum should you take from your retirement fund

The lump sum you take when you retire can have major income tax implications. If you are clever, you can save a lot of unnecessary tax.

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110 - What to do if you get retrenched
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110 - What to do if you get retrenched

Retrenchment is traumatic. This checklist will help you navigate your way through the main problems areas.

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109 - What risk cover does a young person need?
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109 - What risk cover does a young person need?

Young people should take out future cover while they are still young and healthy.

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108 - How to make it easy for your heirs to inherit foreign shares
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108 - How to make it easy for your heirs to inherit foreign shares

Inheriting shares that are listed offshore can be a complicated and time consuming process. Some clever planning can make this a simple one.

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107 - How to make it easy for children who live overseas to inherit
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107 - How to make it easy for children who live overseas to inherit

Many South Africans have children living abroad. Here are some ideas to make inheriting easier.

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106 - Be careful of transferring assets before you die
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106 - Be careful of transferring assets before you die

Transferring assets into your children's names before you die can have lots of unintended consequences.

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105 - How to keep key employees and use your business to generate a pension
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105 - How to keep key employees and use your business to generate a pension

Here is a clever way to retain key staff and set up a structure for the company to pay you a pension in years to come.

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104 - What to do if your life insurance premiums start doubling every 5 years?
1 min read

104 - What to do if your life insurance premiums start doubling every 5 years?

Many life insurance policies were sold with premium increases that are age rated. This means that they often increase by 13% a year when you reach your 50s. What should you do to remedy the situation?

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103 - How to get the best pension that lasts for your whole life
2 min read

103 - How to get the best pension that lasts for your whole life

What you should do to ensure that your pension will last.

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102 - How to make it easy for your heirs to inherit offshore assets
2 min read

102 - How to make it easy for your heirs to inherit offshore assets

A clever structure can save you lots of money and hassle when it comes to offshore assets.

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