by adminfwc | Nov 19, 2024 | Estate Planning
51 – How to protect your finances and estate in case of dementia 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
53 – Top tips to secure a smooth inheritance process 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 can do...
by adminfwc | Nov 19, 2024 | Estate Planning, Offshore
55 – Why investing offshore assets in sinking funds and endowments makes financial sense Question In the past, you have spoken about the benefits of investing your offshore assets in a structure. What are these structures? Are they trusts? Answer I am definitely...
by adminfwc | Nov 18, 2024 | Estate Planning, Offshore
73 – Why it’s a good idea to have 40% of assets invested offshore Question I invested some money offshore last year and saw that it has declined by 8%. Should I cash it in and put the money back in the bank? Answer Before you cash in your offshore investment,...
by adminfwc | Nov 18, 2024 | Estate Planning, Financial Planning
79 – Navigating the costs of transferring ownership of inherited property Question My mother has been living in the same house for 60 years and has left it to me in her will. It is valued at R2.3-million. She is happy to pass on ownership while she is still...
by adminfwc | Nov 17, 2024 | Estate Planning
81 – A legitimate way to avoid donations tax 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 can do to...
