Trusts as vehicles of wealth preservation have had some important regulatory changes over the past few years as authorities have attempted to shift them away from tax evasion and more towards a true, family-minded way to pass on assets.
Throughout the year there are clusters of holidays and long weekends when family comes to the fore. These moments are often an opportunity to step out of the frenetic hamster wheel of life, we now have long weekends and, for some, religious holidays to spend with those nearest and dearest to us. Which got us thinking – how much does your inner circle feature in your finances?
Load shedding has cost all of us over the past few weeks, but do you know exactly how much?Neither did we, until we did a little digging. Cost to the economy at large
There’s a conversation that does the rounds every 10 to 15 years in investment savvy circles; Cash vs Equity – which is better?When markets are rallying, equities hold to their promise of higher returns than cash; when markets take a knock, cash suddenly appears to have been a hidden gem that could even outperform equities for a short period.
In the wake of very lacklustre JSE performance and plenty of uncertainty, many investors have started considering thinking… alternatively.In a nutshellAlternative investments are different to the standard stock market approach; investing in assets outside the usual asset classes or in companies outside of the JSE-listed crowd.
It’s that time of year coming up again when the public holidays flow thick and fast for South Africa. With a country as beautiful as ours, the ideal solution could be a road trip. Here are some of the best to get you out of the city and on the road. Got three days? Enjoy […]
It’s an overwhelming feeling most of us recall vividly – that first job, the first month of rent to pay and the exhilarating yet terrifying knowledge that we have to keep ourselves alive for the rest of the month for the very first time. For those with children in school, a new experience awaits: watching […]
Planning is everything, as they say, and while it’s true of most things, it’s even truer when it comes to tax. Although it can be tempting now that financial year end is over to hide your head in the sand and not think of anything tax-related for the next ten months – please, don’t. Preparing […]
You’ve worked hard for your money and you expect it to work hard for you. Hence, there are few things more throat-blocking than opening your statement one morning and your investments are worth less than they were a month ago. The logical thing to do would be to switch funds, right? Highly unlikely. From understanding […]