by adminfwc | Nov 18, 2024 | Financial Planning, Investment
77 – It’s easy to invest through a platform, but be aware of the costs 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...
by adminfwc | Nov 18, 2024 | Financial Planning
78 – Beware of costly unintended consequences when drawing up a will Question My wife inherited some money 20 years ago and we used it to purchase our family home. We have recently drawn up our wills and my wife would like to leave 50% of the property to our two...
by adminfwc | Nov 18, 2024 | Estate Planning, Financial Planning
79 – Navigating the costs of transferring ownership of inherited property Question My mother has been living in the same house for 60 years and has left it to me in her will. It is valued at R2.3-million. She is happy to pass on ownership while she is still...
by adminfwc | Nov 17, 2024 | Investment, Retirement
80 – How to navigate living annuities, drawdown rates and volatile markets 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...
by adminfwc | Nov 17, 2024 | Estate Planning
81 – A legitimate way to avoid donations tax 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...
