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Life Insurance / General

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Caring for your children when you are gone

Caring for your children when you are gone

19 August 2014

Not enough South Africans know about beneficiary funds, which are a cost-effective alternative to setting up a testamentary trust to care for your children if you die.

Tax treaties and investment in Africa

Tax treaties and investment in Africa

05 August 2014

South Africa and The Netherlands have been dedicated business partners for centuries and the volume of trade is still growing. The two nations foster and encourage a greater trade intimacy with such legislation as the convention between The Netherlands and South Africa for the avoidance of double taxation and the prevention of fiscal evasion.

Trusts not recognised in some countries

Trusts not recognised in some countries

05 August 2014

Trusts are often created to consolidate and protect assets for tax purposes and estate planning. In the case of a minor or an incapacitated adult, trusts are used as a vehicle to protect their assets and ensure they are provided for.

Are women missing out on fabulous wealth?

Are women missing out on fabulous wealth?

05 August 2014

March 2014 marked the fifth consecutive year of our current bull market, arguably a great run by most measures! Sadly, however, it appears that women have largely missed out on this prosperity.

quick poll
Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

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The adviser’s role in estate planning

The adviser’s role in estate planning

05 August 2014
Becoming a mom - How will your business cope?

Becoming a mom - How will your business cope?

29 July 2014
Potential pitfalls when picking trustees for a family trust

Potential pitfalls when picking trustees for a family trust

29 July 2014
Emergency funds - just how necessary are they?

Emergency funds - just how necessary are they?

28 July 2014
Your business: how to structure contingent liability insurance

Your business: how to structure contingent liability insurance

18 July 2014
Your business: understanding the implications of signing surety for business debt

Your business: understanding the implications of signing surety for business debt

18 July 2014
Optimise your savings by using electronic banking channels

Optimise your savings by using electronic banking channels

08 July 2014
There is just no excuse anymore – the time for saving is now

There is just no excuse anymore – the time for saving is now

08 July 2014