by adminfwc | Jul 1, 2026 | Estate Planning, Financial Planning, Investment, Tax
No. 260 – The taxes and fees to consider for estate planning Question I was told that I need to have cash or a dedicated life insurance policy to pay estate duty when I die. Is this true? Answer It can be true, but it depends on the structure of your estate. The...
by adminfwc | Jul 1, 2026 | Estate Planning, Financial Planning, Life Cover, Medical
No. 259 – Plan and save now to fund cost of assisted living Question I am worried about the possibility of needing long-term care one day. Frail care facilities are expensive, and I have seen how quickly savings can disappear when someone requires full-time...
by adminfwc | Jul 1, 2026 | Financial Planning, Investment, Medical, Retirement
No. 258 – Resigning shortly before retiring: several factors to keep in mind Question I will be retiring at the end of the year after 40 years of service. My pension fund will pay me 2% of my final pensionable salary for each year of service. One of my...
by adminfwc | Jun 1, 2026 | Uncategorized
No. 257 – Managing financial affairs after a loved one dies Question My father passed away recently, and I am helping my mother sort out the finances. We are overwhelmed and don’t know where to start. There are debit orders going off at month-end. What documents...
by adminfwc | Jun 1, 2026 | Uncategorized
No. 256 – The numbers behind a university flat investment Question I bought a flat for my children to stay in when they went to university. My last child graduated at the end of last year. Should I sell the property or rent it out? Answer On paper, a flat in a...
