by adminfwc | Dec 2, 2024 | Financial Planning, Investment, Offshore
183 – Measures to take to ensure that your offshore assets are protected Question A friend’s husband passed away earlier this year, and the executor says it will take at least three years for his estate to be wound up because he owns shares in America and the UK. This...
by adminfwc | Nov 20, 2024 | Financial Planning, Retirement
120 – The new two pot retirement fund Question I retired three years ago, with half my income coming from my company pension fund and the other half from interest from investments. I am paying tax at a rate of 41%. Is there anything that I can do to reduce this...
by adminfwc | Nov 20, 2024 | Financial Planning, Offshore
121 – Why you should have separate offshore wills Question I retired three years ago, with half my income coming from my company pension fund and the other half from interest from investments. I am paying tax at a rate of 41%. Is there anything that I can do to...
by adminfwc | Nov 20, 2024 | Financial Planning, Life Cover, Retirement
122 – How utilising a living annuity can maximise the financial health of your heirs Question I retired three years ago, with half my income coming from my company pension fund and the other half from interest from investments. I am paying tax at a rate of 41%....
by adminfwc | Nov 20, 2024 | Financial Planning, Life Cover
123 – Why cohabiting life partners must get the right will in place Question My life partner of many years passed away last week. We never got around to drawing up a will. What happens now? Answer If someone passes away in South Africa and does not have a will,...
