by adminfwc | Aug 13, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 218 – Steps to take if your spouse is showing signs of mental decline Question My husband is showing signs of mental confusion, and I am concerned that he may be getting dementia. What do I need to do in order to manage his finances? Answer With people...
by adminfwc | Jul 29, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 215 – A smart way to cut estate duty without triggering unnecessary tax Question My father is a widower and has just been diagnosed with cancer. The prognosis is not good and I’m assisting him in tidying up his affairs to make the inheritance process easier....
by adminfwc | Jul 29, 2025 | Estate Planning, Financial Planning, Investment, Retirement, Uncategorized
No. 213 – Reconsidering the worth of rental properties as retirement nears Question We will be retiring at the end of the year and have several investment properties in Cape Town that we rent out. We want to use the income from these properties to supplement...
by adminfwc | Jun 27, 2025 | Estate Planning, Financial Planning, Investment, Medical
No. 210 – Planning ahead for a smooth financial handover Question My wife and I are in our 80s and still in relatively good health. I currently manage all our financial affairs, but I’m becoming increasingly concerned about what would happen should I fall ill or...
by adminfwc | Jun 27, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 209 – Ensure less estate duties with all-round benefits Question I am 82 years old and have R20 million invested in unit trusts. My son will inherit everything, but I am worried about him investing a lump sum like this as he has a gambling problem. I...
by adminfwc | May 5, 2025 | Estate Planning, Financial Planning, Investment, Tax
204 – How to provide fast access to funds after death Question I want to invest some money that can do the following: I want my spouse to have quick access to the funds should I pass away – I do not want her to wait till the estate has been finalised I do...
