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When a client dies, SARS doesn’t “close the file”. Any outstanding tax returns, assessments, or unpaid tax become a priority claim against the deceased estate, and unresolved tax affairs remain one of the biggest reasons estates get stuck in administration.
The financial advice landscape is transforming faster than ever before, driven by data, technology, and shifting client expectations. According to Lizelle van der Merwe, CEO of the Financial Intermediaries Association (FIA), the financial adviser’s role has already evolved far beyond simply recommending products.
Separating signal from noise in the AI-backed healthcare and wearable devices sector is complex, requiring specialist research and active management to navigate. Today’s newsletter has a somewhat different ‘look and feel’ as FAnews shares investment insights from a Q&A interview with Dr Jimmy Muchechetere, Global Healthcare and Industrials Equity Research Analyst at Investec Investment Management.
When couples fight about money, it’s rarely about the numbers. Here’s how to decode their Money Personalities and turn conflict into collaboration.
Would you willingly give up your medical scheme membership under a fully implemented NHI?