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 | Offshore
39 – Everything you need to know about moving money offshore 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 19, 2024 | Estate Planning, Offshore
55 – Why investing offshore assets in sinking funds and endowments makes financial sense Question In the past, you have spoken about the benefits of investing your offshore assets in a structure. What are these structures? Are they trusts? Answer I am definitely...
by adminfwc | Nov 18, 2024 | Investment, Offshore
63 – Offshore portfolio jitters and a home loan dilemma 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...
by adminfwc | Nov 18, 2024 | Offshore
68 – How to solve offshore asset problems while winding up an estate 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 | Estate Planning, Offshore
73 – Why it’s a good idea to have 40% of assets invested offshore Question I invested some money offshore last year and saw that it has declined by 8%. Should I cash it in and put the money back in the bank? Answer Before you cash in your offshore investment,...
