by adminfwc | Nov 19, 2024 | Financial Planning
13 – How to spot a scam Question I am a 73-year-old widow. I own my house and have an investment in an endowment policy. This policy matures in two years’ time and I intend using the proceeds to supplement my pension, which has not kept pace with inflation. My...
by adminfwc | Nov 19, 2024 | Financial Planning, Tax
16 – The end of financial emigration Question I have been living in Australia for the past two years and am in the process of finalising my permanent residence. I’m still a registered taxpayer in South Africa. I have a preservation fund in South Africa and heard...
by adminfwc | Nov 19, 2024 | Estate Planning, Financial Planning
17 – Retirement annuities are a great estate planning tool Question I retired three years ago and receive a passive income from my business. I own a retirement annuity, which is still active. My broker says I should continue contributing to it. Is this the right...
by adminfwc | Nov 19, 2024 | Estate Planning, Financial Planning
30 – Should I donate my assets to my children to avoid estate duty? 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...
by adminfwc | Nov 19, 2024 | Business, Financial Planning, Life Cover
34 – 5 money tips if you are freelancing or working for yourself 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...
by adminfwc | Nov 19, 2024 | Financial Planning, Investment
48 – Three principles on money management you can teach your children 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...
