Estate planning involves the analysis of your assets so that they can be transferred in the most tax efficient way possible to beneficiaries whom you wish to inherit your assets and ensure that no unnecessary taxes and estate duty are payable. Estate Planning forms one of the key supporting pillars of a sound wealth …
Monthly Archives: October 2022
RETIREMENT ANNUITY TOP UP | DEADLINE 28 FEBRUARY 2023
“ What if you could add to your retirement savings AND get a bigger tax refund this tax season” If you have a lump sum of money available to contribute to your retirement annuity before the end of February 2023, not only are you growing your retirement funds, but you are also increasing your …
Continue reading “RETIREMENT ANNUITY TOP UP | DEADLINE 28 FEBRUARY 2023”
FINANCIAL PLANNING IS FOR EVERYONE – NOT JUST THE WEALTHY
In our view Financial Planning IN TERMS OF OUR HOLISTIC SERVICE EXPERTISE is not about the product but ADVICE AT A PROFESSIONAL LEVEL assessing our clients circumstances and financial goals in the following key areas: PERSONAL Guide our clients to develop a medium to long term specific and “holistic financial plan” – allowing our …
Continue reading “FINANCIAL PLANNING IS FOR EVERYONE – NOT JUST THE WEALTHY”