by adminfwc | Oct 20, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 227 – Ensuring property transfers are fair for all heirs Question I am 80 years old and have a daughter who lives in my rental property. She will inherit it when I pass away. She would like to take over the ownership now. How do I do this in such a way...
by adminfwc | Oct 7, 2025 | Financial Planning, Investment, Retirement, Tax
No. 226 – Money priorities every graduate should know Question I will be finishing university next month and know nothing about financial planning. What should I prioritise? Answer Start with the only asset you already own that can pay for everything else — your...
by adminfwc | Sep 30, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 225 – Restructure your assets sensibly to preserve the money for heirs Question I’m a widow with a terminal diagnosis. I want my two children, both in their 50s, to inherit with minimum cost and delay. I have R5 million in bank accounts, R7 million in unit...
by adminfwc | Sep 25, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 224 – Untangle financial choices before tying the knot Question My partner and I are getting married in December and need to decide whether we are doing it in community of property or with an ante-nuptial contract. Then there is something called with or...
by adminfwc | Sep 16, 2025 | Financial Planning, Investment, Retirement, Tax
No. 223 – Time plus compound interest equals big returns Question I’m a 74-year-old ‘financially illiterate’ gran learning so much from your column. I have a newborn grandson and would like to start some sort of ‘fund’ for his future. What would you advise?...
