Articles tagged as "Tax-free investment"
The three essentials of estate planning
Dying without having a valid will in place is a sure recipe for family conflict. Yet, according to statistics from the High Court, 85% of South Africans don'...
Could you survive on less than a third of your income in retirement?
Despite taking steps to save, millions of South Africans are at risk of having to make significant lifestyle-related downgrades when they are no longer...
Tap into tax benefits this February
The end of the tax year in February presents an opportunity to evaluate the tax efficiency of your financial plan. With many competing financial priorities i...
Retirement annuities still work
Planning well for retirement is essential to ensure your long-term financial well-being. One key aspect of retirement planning is choosing the product, or...
How not to be a ‘financial nihilist’
According to an article recently published in The New York Times, there is a new phenomenon gaining momentum: Disillusioned by the current state of the...
Make the most of your tax benefits
The South African Revenue Service (SARS) has put several tax incentives in place to encourage us to save more for our retirement and other long-term goals. Y...
PART 3: What are the best investment options for education savings?
With the cost of education soaring, relying purely on your salary to finance your children’s education is becoming increasingly difficult. Consider saving fo...
CASE STUDY 1: Investing to pay school fees upfront for the year
A Johannesburg mother saves on fees by taking advantage of the discount offered by some schools to settle the year’s fees in full at the beginning of the yea...
Planning for retirement in the gig economy
Millennials are revolutionising the way we work as they embrace the flexibility and independence of the gig economy, but what does this mean for their...
How you can influence your investment outcomes
After an undeniably tough 2018, the local market staged a turnaround during the first quarter. But the atmosphere in the country is blowing hot and cold: As...
How to prevent a financial day zero
Over the past year, Western Cape residents have had to envisage a future without running water and adapt their lifestyles accordingly. They have rallied...
