by adminfwc | Nov 20, 2024 | Financial Planning, Retirement
120 – The new two pot retirement fund 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 can do to reduce this...
by adminfwc | Nov 20, 2024 | Financial Planning, Offshore
121 – Why you should have separate offshore wills 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 can do to...
by adminfwc | Nov 20, 2024 | Financial Planning, Life Cover, Retirement
122 – How utilising a living annuity can maximise the financial health of your heirs 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%....
by adminfwc | Nov 20, 2024 | Financial Planning, Life Cover
123 – Why cohabiting life partners must get the right will in place Question My life partner of many years passed away last week. We never got around to drawing up a will. What happens now? Answer If someone passes away in South Africa and does not have a will,...
by adminfwc | Nov 20, 2024 | Financial Planning, Life Cover, Medical
124 – Discussing the implications of dementia on your finances Question I am concerned that my mother is showing early signs of dementia. She has several rental properties that provide her with the bulk of her income and these need to be actively managed. Should...
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...
