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...
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,...
