by adminfwc | Aug 11, 2026 | Financial Planning, Investment, Offshore, Tax
No. 265 – US asset may not be the best bet when it comes to estate planning Question I have R10 million invested offshore in an S&P 500 index unit trust. The money was transferred into dollars using my offshore allowance. I have heard that offshore...
by adminfwc | Aug 3, 2026 | Financial Planning, Investment, Retirement, Tax
No. 264 – Turning property proceeds into a tax-efficient retirement income Question I own several rental properties, so my estate is quite large. I recently sold a property for R10 million and would like to invest the money to supplement my pension in a...
by adminfwc | Jul 27, 2026 | Estate Planning, Financial Planning, Life Cover, Retirement
No. 263 – How to plan for your pets’ care after your death Question I constantly worry about whether I have done everything correctly for my two pets after my passing. I have no family in the country, and I would like guidance on how to make sure my pets...
by adminfwc | Jul 10, 2026 | Business, Estate Planning, Financial Planning, Life Cover
No. 262 – Planning is crucial in turning a business inito usable familty capital Question My spouse is a 50% shareholder in a business that generates a consistent profit of R6 million a year. I am concerned about what would happen should he pass away. What would...
by adminfwc | Jul 3, 2026 | Financial Planning, Investment, Offshore, Retirement
No. 261 – Pay your future self first when you’re earning well Question My daughter will be working out of France on a boat and will be earning a lot of money. Her intention is to come back to South Africa in about five years. What should she do with this...
by adminfwc | Jul 1, 2026 | Estate Planning, Financial Planning, Investment, Tax
No. 260 – The taxes and fees to consider for estate planning Question I was told that I need to have cash or a dedicated life insurance policy to pay estate duty when I die. Is this true? Answer It can be true, but it depends on the structure of your estate. The...
