What happens to your investments when you die?
In the financial industry, we often come across clients asking what would happen to their investments when they die?
TFSAs
Investments to avoid in 2022
It’s tradition to give investors a glimpse into what they can expect in the coming year. Ruan Breed is instead offering insights into investments to avoid in 2022.
Building wealth: There’s more to it than just a savings account – On the Money with Jarryd Neves
Building your private wealth takes more than just a savings account. Aside from time and patience, let’s take a look at other wealth creation tools.
Be smart with tax
As the yearly budget speech has come and gone, here is a brief reminder of all the tax efficient vehicles currently available to South African investors.
Tax-free savings – the only ‘free lunch’ in the world of investing
Candice Paine of PR Financial Services evaluates the benefits of tax-free savings. The longer you save, the bigger the tax saving’, says Paine.
Disruptive OUTvest – at R100pm, top quality savings plans are now available to all
In this special podcast, OUTvest chief executive Grant Locke explains the rationale and plans driving the most disruptive force to hit South Africa’s savings and investment field in decades.
Maya Fisher-French: Ten ways to keep your money promises to yourself this year
We all know that New Year’s resolutions rarely last a month, let alone a year. So forget those resolutions, and start making money promises to yourself.
Make the most of retirement planning tax benefits
As the end of the tax year approaches, no time like the present to use the remaining weeks to 28 February to review contributions to retirement investments and also tax free savings accounts.
Tax efficient investments – Johan Burger
Benjamin Franklin said: “In this world, nothing can be said to be certain, except death and taxes.” Although true, the uncertainty of regular tax changes and increases could have a severe impact on personal wealth.
Tax Free Savings Accounts – From under-used investment vehicle to tax haven in one Budget
A tax free savings account is a very important and under-used investment vehicle, especially as the growth in the investment attracts no tax.