Life Insurance

Funeral policyholders can now switch policies with no new waiting periods imposed

Building a strong financial foundation on trust

The recent Isle of Man roadshow held In Johannesburg gave guests and panelists a platform to discuss ways of overcoming the challenges of offshore structures. The event also looked briefly at the respective benefits and distinctions between offshore trusts and foundations.

Comparing the benefits of a tax free savings account and a retirement annuity fund

The benefits of saving are well known, as are the tax benefits offered by tax-free savings accounts (TFSA) and retirement annuity funds (RA). But what is unclear is which savings vehicle is better. Before we look at what the benefits of each, let's look at factors to consider when choosing between a TFSA and an RA.

Why beneficiary nominations are central to estate planning

The annual review of your financial and estate plan is an opportunity to assess and reconsider the underlying assets in your estate. However, reviewing beneficiary nominations on policies is often neglected during this process.