by adminfwc | Oct 5, 2026 | Business, Estate Planning, Financial Planning, Tax
No. 272 – Plan ahead for business ownership after death Question My husband owns a business with two partners. If my husband dies what happens to his shares and how do I make sure I receive the value of his share of the business? Answer You do not necessarily...
by adminfwc | Oct 5, 2026 | Estate Planning, Financial Planning, Investment, Retirement
No. 271 – Planning for living and having money left to leave after your death Question I am 65 and have a retirement fund worth R5 million. I want an income, but I also want to leave something to my son when I die. What should I do? Answer Balancing the income...
by adminfwc | Sep 21, 2026 | Uncategorized
No. 270 – Making sure that where there is a will, there is clarity, not chaos In South Africa, if you die without a valid will, the law decides who inherits your assets. In other words, everyone has an estate plan – the question is whether it is your plan or the...
by adminfwc | Sep 21, 2026 | Uncategorized
No. 269 – Preserving property while treating children fairly Question My wife and I are 55 and in good health. We have two adult children, one of whom lives overseas and is unlikely to return. We own a family holiday home worth about R20 million. It has been...
by adminfwc | Sep 21, 2026 | Estate Planning, Financial Planning, Investment, Tax
No. 268 – Access bonds can boost emergency savings, but discipline is vital Question Is it prudent to put your emergency fund into your access bond, where it reduces the interest on your home loan but remains available if you need it? Answer From a purely...
