by adminfwc | Oct 5, 2026 | Business, Estate Planning, Financial Planning, Tax
No. 272 – Plan ahead for business ownership after death Question My husband owns a business with two partners. If my husband dies what happens to his shares and how do I make sure I receive the value of his share of the business? Answer You do not necessarily...
by adminfwc | Oct 5, 2026 | Estate Planning, Financial Planning, Investment, Retirement
No. 271 – Planning for living and having money left to leave after your death Question I am 65 and have a retirement fund worth R5 million. I want an income, but I also want to leave something to my son when I die. What should I do? Answer Balancing the income...
by adminfwc | Sep 21, 2026 | Estate Planning, Financial Planning, Investment, Tax
No. 268 – Access bonds can boost emergency savings, but discipline is vital Question Is it prudent to put your emergency fund into your access bond, where it reduces the interest on your home loan but remains available if you need it? Answer From a purely...
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...
