by adminfwc | Nov 19, 2024 | Financial Planning
13 – How to spot a scam Question I am a 73-year-old widow. I own my house and have an investment in an endowment policy. This policy matures in two years’ time and I intend using the proceeds to supplement my pension, which has not kept pace with inflation. My...
by adminfwc | Nov 19, 2024 | Life Cover
14 – Do you need life cover? Question The coronavirus has made me think about whether my family will be financially secure should I or my husband pass away. What if the unthinkable happens and both of us pass away? We have a fair amount of cover but do not know...
by adminfwc | Nov 19, 2024 | Estate Planning, Offshore
15 – The pitfalls of owning foreign property Question We recently sold a property and want to invest the proceeds offshore. Our children are living in England, so we are thinking of buying a property there. We can use it when we go and visit the grandchildren...
by adminfwc | Nov 19, 2024 | Financial Planning, Tax
16 – The end of financial emigration Question I have been living in Australia for the past two years and am in the process of finalising my permanent residence. I’m still a registered taxpayer in South Africa. I have a preservation fund in South Africa and heard...
by adminfwc | Nov 19, 2024 | Estate Planning, Financial Planning
17 – Retirement annuities are a great estate planning tool Question I retired three years ago and receive a passive income from my business. I own a retirement annuity, which is still active. My broker says I should continue contributing to it. Is this the right...
