Death and taxes are still very much a certainty. Estate duty is a form of tax that is levied on the deceased estate. The purpose of estate duty is to tax the transfer of wealth (assets) from the deceased estate to the beneficiaries. Estate planning is one of the most crucial areas of financial planning.
94% of South Africans cannot afford to maintain their standard of living once they retire. To have a comfortable, secure and fun retirement, you need to build the retirement plan that will fund it all.
‘Asset classes’ is a term that describes groups of securities that act similarly in the marketplace. There are several different asset classes, but for individual investors, the most important are equities, bonds, cash and alternative.
Why should you talk to your financial adviser regularly? Here we provide 9 reasons to engage with your financial adviser. Financial Freedom starts here…