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 | Jul 29, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 215 – A smart way to cut estate duty without triggering unnecessary tax Question My father is a widower and has just been diagnosed with cancer. The prognosis is not good and I’m assisting him in tidying up his affairs to make the inheritance process easier....
by adminfwc | Jul 29, 2025 | Financial Planning, Investment, Retrenchment, Tax
No. 214 – Retrenchment is taxing, but plan well and you can avoid disaster Question I’m 54 years old and have just been retrenched from the company I joined straight out of university. I had planned to work for another 11 years so this has really messed up...
by adminfwc | Jun 27, 2025 | Financial Planning, Investment, Retirement, Tax
No. 211 – Turn extra cash into long-term financial security Question My husband and I have finally reached the stage in life where we have some money left over at the end of each month. I would like to invest this wisely and need some guidance. We are both in...
by adminfwc | Jun 27, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 209 – Ensure less estate duties with all-round benefits Question I am 82 years old and have R20 million invested in unit trusts. My son will inherit everything, but I am worried about him investing a lump sum like this as he has a gambling problem. I...
by adminfwc | Jun 2, 2025 | Financial Planning, Investment, Retirement, Tax
No. 208 – How to work out your retirement savings number Question My friends tell me that I need R30 million in order to retire. My savings are nowhere near that. Am I in trouble? Answer The amount of money that you need in order to retire will depend on how...
