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...
by adminfwc | Jun 1, 2026 | Estate Planning, Financial Planning, Investment, Retirement
No. 253 – Navigating the tricky challenges the sandwich generation faces Question I’m supporting my parents financially, and I’m also helping my adult children where I can. I don’t mind doing it because I want to help, but I’m starting to worry that I’m...
by adminfwc | Feb 19, 2026 | Estate Planning, Financial Planning, Investment, Tax
No. 241 – Ironing out the problems of leaving a home for future generations Question How can I leave my home to my children and grandchildren without them selling it once I’ve passed away? Answer Many people have a family home or holiday home they would...
by adminfwc | Feb 2, 2026 | Estate Planning, Financial Planning, Investment, Offshore
No. 238 – Considering offshore investment amid rand and JSE performance Question The rand has improved against the US dollar over the past year. Is this a good time to move money offshore? Answer This is a really relevant question. The Rand / Dollar exchange...
