by adminfwc | Dec 2, 2024 | Financial Planning, Investment, Retrenchment, Uncategorized
187 – What to do if you get retrenched Question I have just been retrenched and I’m feeling quite overwhelmed by all the decisions that I need to make. Do you have any suggestions on what the big pitfalls are and how to avoid them. Answer Getting retrenched is...
by adminfwc | Sep 24, 2024 | Business, Financial Planning, Uncategorized
112 – Offshore considerations during estate planning Question I have been doing some estate planning and am looking at how I can make it easier for my children to inherit from me and not pay any unnecessary tax. I have a substantial dollar-based share portfolio...
by adminfwc | Sep 24, 2024 | Divorce, Financial Planning, Uncategorized
119 – How to pay less tax in a family trust 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 do to reduce...