by adminfwc | Nov 19, 2024 | Medical
18 – How to protect your finances from the consequences of a serious illness Question I’ve heard that critical illness cover is important. I’ve done some internet research into it and have become very confused. Prices and benefits seem to vary immensely. What...
by adminfwc | Nov 19, 2024 | Investment
19 – What to do about the declining fixed deposit rates Question I have a fixed deposit of R1 million that will be maturing shortly. As interest rates have declined , I will not be renewing it. I am 79 year old widower and am looking for an income to supplement...
by adminfwc | Nov 19, 2024 | Estate Planning, Investment, Offshore
20 – Death and offshore assets Question My father has several investments in South Africa and offshore. He wants to be able to transfer wealth as easily as possible to his children and grandchildren. I have been helping him here but am coming across terms like...
by adminfwc | Nov 19, 2024 | Business, Retirement
21. How to set up a pensions scheme for a small business without any schlep Question I own a small business and am concerned that a number of my older employees have not made any provision for their retirement. I would like to assist them in this regard. I want to...
by adminfwc | Nov 19, 2024 | Business, Estate Planning, Investment, Retirement, Tax
22 – How to reduce estate duty and executor fees Question I discovered that my parents do not have a will and have done no estate planning. My father says that he does not have enough assets to have to pay estate duty. Is he doing the right thing? Answer If you...
