by adminfwc | Sep 24, 2024 | Retrenchment
110 – What to do if you get retrenched Question I retired three years ago, with half my income coming from my company pension fund and the other half from interest from investments. I am paying tax at a rate of 41%. Is there anything that I can do to reduce this...
by adminfwc | Sep 24, 2024 | Retirement
111 – What lump sum should you take from your retirement fund Question I will be retiring soon and am entitled to take a lump sum of R2 million from our pension fund. I believe that we can take a lower lump sum in order to get a higher pension. What would you...
by adminfwc | Sep 24, 2024 | Business, Financial Planning, Uncategorized
112 – Offshore considerations during estate planning Question I have been doing some estate planning and am looking at how I can make it easier for my children to inherit from me and not pay any unnecessary tax. I have a substantial dollar-based share portfolio...
by adminfwc | Sep 24, 2024 | Medical
113 – Should I cancel my medical aid? Question I retired three years ago, with half my income coming from my company pension fund and the other half from interest from investments. I am paying tax at a rate of 41%. Is there anything that I can do to reduce this...
by adminfwc | Sep 24, 2024 | Investment, Offshore
115 – How to invest offshore Question The recent collapse of the Rand against the dollar has made me feel very unsettled. I think that it is time that I started moving some of my investments offshore. I have two questions How do I go about doing this? Is it wise...
