by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Offshore
165 – INHERITANCE IMPLICATIONS FOR CHILDREN LIVING OVERSEAS Question I have children who are living overseas. They never emigrated officially, and are now citizens of the countries they are resident in. They have absolutely no assets in, or income from, South...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Tax
166 – SAFEGUARDING YOUR FAMILY’S FINANCIAL WELLNESS Question I have some questions about Life Annuities – the answer to which would probably be very helpful to other people considering the same decisions. Is it better to take a Life Annuity with a...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Retirement
167 – LIFE ANNUITIES: A CRASH COURSE Question I have some questions about Life Annuities – the answer to which would probably be very helpful to other people considering the same decisions. Is it better to take a Life Annuity with a higher initial payout,...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Life Cover
168 – LET YOUR KIDS TAKE OVER YOUR LIFE INSURANCE POLICY Question I will be retiring soon and have a life insurance policy for about R2.6 million. My monthly premium is R2555 with 7% cover growth and 10% premium growth. I no longer need the cover as I have no...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Offshore
169 – STRATEGISING HOW AND WHERE TO INVEST EFFICIENTLY Question I will be retiring in 10 years’ time and am currently paying the maximum into my retirement savings. I have extra funds that I can invest. Would you recommend that I use these to pay off my bond or...
