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.
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Mother knows best… what moms can teach you about money
It seems fitting that May hosts both Workers’ Day and Mother’s Day… because who works harder than Mom? A mother is always there when needed, always willing to see the best in you and is a constant source of comfort and wisdom.
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Your starter guide to alternative investments
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.
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Can finances be a family affair?
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?
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Mindfulness matters: how about a quarterly review?
Earlier in the year we spoke on the importance of mindfulness in our busy, digital world. Unfortunately, many of us have grand intentions at the beginning of the year, eating healthily and meditating and generally trying to get the year off to a good start, but after a few weeks that dedication peters out.
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The true cost of load shedding
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
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… Okay, but what are your parents’ retirement plans?
We often think about our own retirement plans, but these are actually not the ones most likely to hit you first. More urgent is the concept of knowing your parents’ retirement plans.
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Equity Schmequity – really?
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.
Continue readingMore TagYour starter guide to alternative investments
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.
Continue readingMore TagCan finances be a family affair?
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?
Continue readingMore Tag