How to cope with ongoing uncertainty
Blog Archives
Are your investment goals, products and expectations suitably aligned?
Our investment goals depend on our personal priorities in life and there is no generic set of goals that applies to everyone, and no set timeline for achieving them.
Tagged with: investment advice, Investment planning, saving, Saving Habits
Posted in News, Press Room
Posted in News, Press Room
Tax and investment planning through the lens
Not all investments should be housed in retirement annuities, despite their many tax benefits. In fact, RAs are of no use if you require investment funds before the age of 55. Professor Lester takes a closer look at the issue and offers a strategy of checks and balances.
Can you trust the trust deed?
How effective, practical and up to date is the trust deed.
Tagged with: beneficiaries, inter vivos trust, Investment planning, trusts
Posted in News, Press Room
Posted in News, Press Room
Investing Offshore
Making the decision to invest offshore can be overwhelming for South African investors.
The matter of validity: was a trust even created?
Trusts are known to be useful estate planning tools with numerous benefits. Unfortunately, many trusts are created without a full understanding of what trusts are and how they work.
Tagged with: beneficiaries, inter vivos trust, Investment planning, trusts
Posted in News, Press Room
Posted in News, Press Room
The basic philosophy of investment and retirement, and estate planning: 2013
Matthew Lester discusses National Treasury’s outlook for South Africa and a basic philosophy to deal with challenges facing investment, retirement and estate planning.
Tagged with: Estate planning, Investment planning, RA tax deductions, retirement planning
Posted in News, Press Room
Posted in News, Press Room
