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Insights categories - Developing you advice business

Insights into the Adviser Barometer 2024/25: Structuring client propositions and investment advice

By Taryn Duncan on 14 Apr 2025

Viewing time: 75 Mins

As the independent advice landscape continues to evolve, shaped by regulatory pressures, technological advancements and the realities of running a business i...

Insights categories - Markets and economy

Tariffs: The stealth tax

By Sandy McGregor on 11 Apr 2025

Reading time: 8 Mins

On 2 April, President Donald Trump took the market by surprise with the size and extent of the tariffs on US imports he implemented via a presidential order....

Insights categories - Developing you advice business

Navigating the complexities of advising non-resident clients

By Meagan Fraser and Felicia Hlophe on 26 Mar 2025

Viewing time: 17 mins

In today's globalised world, advisers are increasingly engaging with non-resident clients who maintain financial ties locally. Meanwhile, legislative changes...

Insights categories - Developing you advice business

2025 Budget highlights

By Meagan Fraser on 26 Mar 2025

Viewing time: 6 mins

While much of the attention in the 2025 Budget was on Finance Minister Enoch Godongwana’s contentious proposal to increase value-added tax (VAT), there were...

Insights categories - Developing you advice business

Two-pot: Insights, updates and trends so far

By Felicia Hlophe and Meagan Fraser on 26 Mar 2025

Viewing time: 31 mins

With March 2025 marking seven months of the two-pot retirement system, it is an opportune time to reflect on key lessons, trends and challenges. At the Tax a...

Insights categories - Developing you advice business

Tax and legal update: Burning questions answered

By Guané Coetzer on 26 Mar 2025

Viewing time: 6 mins

At the Tax and legal update, held on 20 March 2025, offshore specialist in the IFA Proposition team Guané Coetzer hosted Meagan Fraser, a manager in the Tax...

Insights categories - Offshore investing

Botswana and beyond: The risks and rewards of investing offshore

By Gaolatlhe Monyamane on 25 Mar 2025

Reading time: 5 mins

Batswana have historically invested in farming as their post-retirement activity to sustain their livelihoods. However, younger generations appear to be less...

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