by adminfwc | Nov 18, 2024 | Financial Planning, Investment, Retirement
69 – Advice on drawdown rates, and living and life annuities 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...
by adminfwc | Nov 18, 2024 | Business, Financial Planning
70 – How to create a succession plan for your family business Question I have my own company and want to stop working at the end of the year when I turn 70. I have no retirement savings and intend living off some of the income from this company. At the moment, I...
by adminfwc | Nov 18, 2024 | Financial Planning, Investment
74 – The head vs heart approach to saving for your child’s education 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...
by adminfwc | Nov 18, 2024 | Financial Planning, Investment
77 – It’s easy to invest through a platform, but be aware of the costs 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...
by adminfwc | Nov 18, 2024 | Financial Planning
78 – Beware of costly unintended consequences when drawing up a will Question My wife inherited some money 20 years ago and we used it to purchase our family home. We have recently drawn up our wills and my wife would like to leave 50% of the property to our two...
by adminfwc | Nov 18, 2024 | Estate Planning, Financial Planning
79 – Navigating the costs of transferring ownership of inherited property Question My mother has been living in the same house for 60 years and has left it to me in her will. It is valued at R2.3-million. She is happy to pass on ownership while she is still...
