by adminfwc | Sep 2, 2026 | Estate Planning, Financial Planning, Investment, Tax
No. 267 – The case for giving children an early inheritance Question My wife and I are in our seventies and have considerably more money than we are likely to spend. Our children are in their forties and could use the money now. Should we start giving them their...
by adminfwc | Sep 2, 2026 | Estate Planning, Financial Planning, Investment, Tax
No. 266 – Three principles to guide investment decisions Question I inherited R3.8 million and want to invest it sensibly. There is so much talk around costs and types of investment that I am confused. What should I actually look at? Answer Without knowing...
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...
