by adminfwc | Feb 4, 2025 | Estate Planning, Financial Planning, Investment, Retirement
192 – Ensuring income security amid health concerns Question My husband is 82 and is not in the best of health. We are concerned that he may be showing early signs of dementia and we will be seeing a specialist next month. We currently live off the proceeds of...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning
125 – Let’s talk estate duty: how and where to save 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...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Life Cover
127 – Ensuring financial health for your spouse should you pass away 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 20, 2024 | Estate Planning, Financial Planning, Investment, Life Cover
128 – Using your RA as a vehicle to pay for your grandchild’s education Question I’ve been on pension for 10 years during which time I have consistently contributed 27.5% of my income to an existing retirement annuity. This has now grown to a...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Offshore
132 – Trying to time the markets with your investments is not optimal Question I have a fixed deposit that has just matured and I want to reinvest it. I don’t know where I should invest the money as I am very worried about what is going to happen in the...
by adminfwc | Nov 20, 2024 | Estate Planning, Investment, Life Cover, Tax
133 – Making sure the ship stays afloat after you’re gone Question I am concerned that my family will have cash flow problems should I pass away as I heard that it is taking a long time to get an executor appointed. Is it possible to have a bank deposit...
