by @Felicia Hlophe | Sep 5, 2023 | Employee Benefits, Financial Tips, Retirement & Financial Planning, Retirement Annuities, Tax-free Investments, Wills and Estates
Felicia Hlophe, legal adviser at Allan Gray From the 11th to the 15th of September 2023, South Africa will observe National Wills Week – an optimal time to ensure your financial affairs are in order through well considered estate planning. “If used well,...
by @Robyn Laubscher | Jun 22, 2023 | Financial Tips, Retirement & Financial Planning, Tax, Tax-free Investments, Wills and Estates
Robyn Laubscher, Advice and Product Specialist, PSG Wealth Whatever you call it – leaving a legacy, intergenerational wealth, or succession planning – these terms ultimately all refer to the transfer of your assets to your beneficiaries. This can be done...
by @Stian de Witt | Jun 12, 2023 | Financial Tips, Retirement & Financial Planning, Wills and Estates
Stian de Witt, CFP®, Executive Head of Financial Planning at NMG Benefits ‘Wills are only for married people.’ ‘You only need a will when you earn a certain amount’. ‘My family knows what my wishes are’. ‘I’m too young to have a will’. These are just some of...
by @Christel Botha | Mar 22, 2023 | Retirement & Financial Planning, Tax, Wills and Estates
Christel Botha, Fiduciary Service Manager at Alexforbes Leaving an inheritance after your death is something many people aspire to. However, the cost of dying and winding up your estate will reduce the inheritance your loved ones receive. Everything you...
