by adminfwc | Oct 15, 2024 | Financial Planning, Retirement
103 – How to get the best pension that lasts for your whole life 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 | Estate Planning, Financial Planning, Offshore
102 – How to make it easy for your heirs to inherit offshore assets 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...
by adminfwc | Oct 15, 2024 | Financial Planning, Investment
100 – How to ensure that your emergency fund grows Question I retired five years ago and have around R1 million in my bank account that I use as an emergency fund to pay for any unexpected expenses. Since I retired, I have withdrawn about R100 000. Is there a...
by adminfwc | Sep 24, 2024 | Estate Planning, Financial Planning, Offshore
108 – How to make it easy for your heirs to inherit foreign shares 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 | Sep 24, 2024 | Financial Planning, Life Cover
109 – What risk cover does a young person need? 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...
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...
