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 | Jul 3, 2026 | Financial Planning, Investment, Offshore, Retirement
No. 261 – Pay your future self first when you’re earning well Question My daughter will be working out of France on a boat and will be earning a lot of money. Her intention is to come back to South Africa in about five years. What should she do with this...
by adminfwc | Feb 2, 2026 | Estate Planning, Financial Planning, Investment, Offshore
No. 238 – Considering offshore investment amid rand and JSE performance Question The rand has improved against the US dollar over the past year. Is this a good time to move money offshore? Answer This is a really relevant question. The Rand / Dollar exchange...
by adminfwc | Aug 13, 2025 | Financial Planning, Investment, Offshore, Tax
No. 217 – Expats, beware these property ownership pitfalls Question We are South Africans working abroad with all our savings in our offshore bank. As we sold our property when we left SA and no longer own a house, we are thinking of buying a property in Europe...
by adminfwc | Mar 3, 2025 | Financial Planning, Investment, Offshore, Tax, Uncategorized
196 – Don’t have all your eggs in one overseas basket Question The new land expropriation law has been giving me sleepless nights. A friend of mine suggested that I should do as he has done and move all my investments into an overseas bank. Should I do so?...
by adminfwc | Mar 3, 2025 | Financial Planning, Investment, Offshore, Tax
195 – Essential questions to ask when you see your financial adviser Question I left university ten years ago and have been managing my own investments. After reading your column, I am concerned that this may not have been the wisest move and that my finances...
