by adminfwc | Nov 19, 2024 | Investment
10 – Pros and cons of an investment property Question I am thinking of buying some investment properties and using these to provide me with a pension when I get older. It looks good on paper but then there is a spreadsheet and there is the real world. What are...
by adminfwc | Nov 19, 2024 | Investment, Retirement
11 – How not to run out of money when you have a living annuity Question I am a 69-year-old widow living off a living annuity. I draw a fixed amount from the living annuity each month. I have just received my annual document from the insurance company, and it...
by adminfwc | Nov 19, 2024 | Investment
19 – What to do about the declining fixed deposit rates Question I have a fixed deposit of R1 million that will be maturing shortly. As interest rates have declined , I will not be renewing it. I am 79 year old widower and am looking for an income to supplement...
by adminfwc | Nov 19, 2024 | Estate Planning, Investment, Offshore
20 – Death and offshore assets Question My father has several investments in South Africa and offshore. He wants to be able to transfer wealth as easily as possible to his children and grandchildren. I have been helping him here but am coming across terms like...
by adminfwc | Nov 19, 2024 | Business, Estate Planning, Investment, Retirement, Tax
22 – How to reduce estate duty and executor fees Question I discovered that my parents do not have a will and have done no estate planning. My father says that he does not have enough assets to have to pay estate duty. Is he doing the right thing? Answer If you...
by adminfwc | Nov 19, 2024 | Investment
24 – An alternative to fixed deposits Question I am 75 and my husband is 80. We have been using our savings in fixed deposits to provide us with an income. These fixed deposits are coming up for renewal this month. The income we can get is almost half of what we...
