by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning
125 – Let’s talk estate duty: how and where to save 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...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Life Cover
127 – Ensuring financial health for your spouse should you pass away 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 20, 2024 | Estate Planning, Financial Planning, Investment, Life Cover
128 – Using your RA as a vehicle to pay for your grandchild’s education Question I’ve been on pension for 10 years during which time I have consistently contributed 27.5% of my income to an existing retirement annuity. This has now grown to a...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Offshore
132 – Trying to time the markets with your investments is not optimal Question I have a fixed deposit that has just matured and I want to reinvest it. I don’t know where I should invest the money as I am very worried about what is going to happen in the...
by adminfwc | Nov 20, 2024 | Estate Planning, Investment, Life Cover, Tax
133 – Making sure the ship stays afloat after you’re gone Question I am concerned that my family will have cash flow problems should I pass away as I heard that it is taking a long time to get an executor appointed. Is it possible to have a bank deposit...
by adminfwc | Nov 20, 2024 | Divorce, Estate Planning, Financial Planning, Investment
134 – Recalibrating your finances when going through a divorce 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...
