by adminfwc | Nov 19, 2024 | Estate Planning, Investment, Offshore
20 – Death and offshore assets Question My father has several investments in South Africa and offshore. He wants to be able to transfer wealth as easily as possible to his children and grandchildren. I have been helping him here but am coming across terms like...
by adminfwc | Nov 19, 2024 | Business, Estate Planning, Investment, Retirement, Tax
22 – How to reduce estate duty and executor fees Question I discovered that my parents do not have a will and have done no estate planning. My father says that he does not have enough assets to have to pay estate duty. Is he doing the right thing? Answer If you...
by adminfwc | Nov 19, 2024 | Estate Planning
27 – How to save on executor fees Question I recently went through an estate planning exercise with my financial adviser in which we looked at the capital gains tax, estate duty and executor fees that would be paid should I die soon. The one number that really...
by adminfwc | Nov 19, 2024 | Estate Planning, Investment
28 – Bitcoin Question A number of my friends have made a lot of money by investing in Bitcoin. Should I invest in it? Answer If you invested R100,000 in Bitcoin a year ago, it would be worth more than R500,000. Go to any social gathering and you’ll hear people,...
by adminfwc | Nov 19, 2024 | Estate Planning, Financial Planning
30 – Should I donate my assets to my children to avoid estate duty? 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...
by adminfwc | Nov 19, 2024 | Estate Planning
47 – Make sure your estate has liquidity to cover certain costs when you die 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...
