by adminfwc | Oct 20, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 227 – Ensuring property transfers are fair for all heirs Question I am 80 years old and have a daughter who lives in my rental property. She will inherit it when I pass away. She would like to take over the ownership now. How do I do this in such a way...
by adminfwc | Sep 30, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 225 – Restructure your assets sensibly to preserve the money for heirs Question I’m a widow with a terminal diagnosis. I want my two children, both in their 50s, to inherit with minimum cost and delay. I have R5 million in bank accounts, R7 million in unit...
by adminfwc | Sep 25, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 224 – Untangle financial choices before tying the knot Question My partner and I are getting married in December and need to decide whether we are doing it in community of property or with an ante-nuptial contract. Then there is something called with or...
by adminfwc | Sep 8, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 222 – Structures and strategies to help create lasting family wealth Question I have built up a substantial set of assets and have no debt. How do I structure my finances to create long-term wealth for my children and grandchildren? Answer Getting the right...
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....
