Returning to South Africa from the UK? Avoid these common tax and investment mistakes
More South Africans are returning to SA from the UK than ever before. Here’s what you need to know to reduce your tax liabilities.
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Estate planning | Financial Planning | intellectual property | Jimmy Moyaha | National Savings Month | SAFM Market Update
Savings is only the beginning of the wealth creation journey
Dr Theuns Mans, managing director of Novare Wealth & Invest, explores wealth beyond family businesses, intellectual property, and building wealth from the ground up.
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assets | Death | dependants | Discovery Life | Estate planning | In depth
The costly consequences of dying without a valid will
Harry Joffe, head of legal services at Discovery Life, explains why so many South Africans still lack a valid will, the financial and legal risks of poor estate planning, and how to protect loved ones and digital assets.
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beneficiary nominations | Crue Invest | Eric Jordaan | Estate planning | Hannah Myburgh | RSG Geldsake
Jou begunstigde-vorms kan jou boedelplan maak of breek
Eric Jordaan, direkteur by Crue Invest, gesels oor begunstigde-vorms.
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How Capital Legacy changed the way South Africa talks about death
Since 2012, it has been using humour to make conversations about wills more accessible
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Early distributions in a deceased estate: What heirs need to know
Deceased estate delays test liquidity and nerves.
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At 35, how should I invest R4m for growth and long-term sustainability?
While this sum is a solid foundation, it’s not a guarantee of lifelong financial freedom unless it’s managed prudently.
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A brave Capital Legacy campaign in Wills Month
Draft your will. It takes just an hour – and could save your loved ones from countless awkward situations
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Capital Protector | Compulsory annuities | Estate planning | family wealth | Fareeya Adam | Momentum Investments
Pay less, keep more: structuring retirement income for the best tax outcome
Retirement planning isn’t just about making your income last – it’s also about structuring that income and your estate in a way that’s tax-efficient and preserves family wealth. Fareeya Adam, CEO of Structured Products and Annuities at Momentum Wealth, explains how guaranteed annuities, voluntary options, and solutions like Capital Protector can simplify tax and provide…