by adminfwc | Sep 2, 2026 | Estate Planning, Financial Planning, Investment, Tax
No. 267 – The case for giving children an early inheritance Question My wife and I are in our seventies and have considerably more money than we are likely to spend. Our children are in their forties and could use the money now. Should we start giving them their...
by adminfwc | Sep 2, 2026 | Estate Planning, Financial Planning, Investment, Tax
No. 266 – Three principles to guide investment decisions Question I inherited R3.8 million and want to invest it sensibly. There is so much talk around costs and types of investment that I am confused. What should I actually look at? Answer Without knowing...
by adminfwc | Jul 27, 2026 | Estate Planning, Financial Planning, Life Cover, Retirement
No. 263 – How to plan for your pets’ care after your death Question I constantly worry about whether I have done everything correctly for my two pets after my passing. I have no family in the country, and I would like guidance on how to make sure my pets...
by adminfwc | Jul 10, 2026 | Business, Estate Planning, Financial Planning, Life Cover
No. 262 – Planning is crucial in turning a business inito usable familty capital Question My spouse is a 50% shareholder in a business that generates a consistent profit of R6 million a year. I am concerned about what would happen should he pass away. What would...
by adminfwc | Jul 1, 2026 | Estate Planning, Financial Planning, Investment, Tax
No. 260 – The taxes and fees to consider for estate planning Question I was told that I need to have cash or a dedicated life insurance policy to pay estate duty when I die. Is this true? Answer It can be true, but it depends on the structure of your estate. The...
by adminfwc | Jul 1, 2026 | Estate Planning, Financial Planning, Life Cover, Medical
No. 259 – Plan and save now to fund cost of assisted living Question I am worried about the possibility of needing long-term care one day. Frail care facilities are expensive, and I have seen how quickly savings can disappear when someone requires full-time...
