Trusts and capital distributions on emigration
A look at the rules that apply to trusts and distributions of capital gains is crucial, especially considering that many South Africans have or are emigrating.
trusts
Reserve Bank eases exchange controls for loop structures – but there’s a tax catch, warns expert
The long-awaited relaxation of the rules relating to ‘loop structures’ has finally been announced and most SA residents may now invest in these structures.
Estate planning for high net worth individuals: Can you trust your trust?
It is alarming to see the number of individuals who do not even know what the trust deed says let alone asking themselves the question: “is my trust valid?”
Retirement Annuities: The new trust
The advantages of Retirement Annuities when compared to that of the Trust confirm that should a trust not be the best suited vehicle, an RA can be the second best.
Navigating foreign exchange as an essential element of offshore diversification
The many uncertainties of our times demand meticulous planning and sophisticated investment strategies to protect and grow one’s wealth.
Brian Butchart: Is your trust still effective?
Recent changes to the income tax act have important consequences for anyone who transferred assets into a trust and may require some reconsideration in certain instances.
Carrick Wealth celebrates impressive first year in business
Cape Town-based Carrick Wealth, a dynamic new company that is rewriting the book on wealth management, celebrated its impressive first year in business on October 8.