by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Offshore
160 – TAX-EFFICIENT WAYS OF BEQUEATHING OFFSHORE ASSETS Question I recently joined a company that has a group retirement annuity scheme. We all have our own retirement annuities, and the company pays the premiums with half of it coming off our income as a salary...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Tax
162 – HOW TO PROTECT YOUR INVESTMENTS FROM THE VOLATILE RAND Question I have R3 million in retirement savings and am looking for an income of R25 000 a month. Should I pass away, I would like my wife to receive the same pension that I received. I would also...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Retirement
164 – HOW TO BALANCE DIFFERENT NEEDS WHEN SETTING UP A RETIREMENT INCOME Question I have R3 million in retirement savings and am looking for an income of R25 000 a month. Should I pass away, I would like my wife to receive the same pension that I received. I...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Offshore
165 – INHERITANCE IMPLICATIONS FOR CHILDREN LIVING OVERSEAS Question I have children who are living overseas. They never emigrated officially, and are now citizens of the countries they are resident in. They have absolutely no assets in, or income from, South...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Tax
166 – SAFEGUARDING YOUR FAMILY’S FINANCIAL WELLNESS Question I have some questions about Life Annuities – the answer to which would probably be very helpful to other people considering the same decisions. Is it better to take a Life Annuity with a...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Retirement
167 – LIFE ANNUITIES: A CRASH COURSE Question I have some questions about Life Annuities – the answer to which would probably be very helpful to other people considering the same decisions. Is it better to take a Life Annuity with a higher initial payout,...
