by adminfwc | Oct 15, 2024 | Business, Financial Planning, Investment, Tax
97 – How to make sure you enter 2023 with your finances in order 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...
by adminfwc | Oct 15, 2024 | Business
99 – How to ensure that your family benefits from your business Question During the holidays, I took a good look at my personal finances and realized that I have invested pretty much all my assets in a business that I own with a partner. I have no retirement...
by adminfwc | Oct 15, 2024 | Business, Financial Planning, Retirement
105 – How to keep key employees and use your business to generate a pension Question I recall reading a column that you wrote a couple of years ago about putting a structure in place so that younger employees can buy shares in a company. I foolishly did not cut...
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 | Business, Financial Planning, Retirement
116 – How to get your small business to provide you with a sustainable income when you retire 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...
