Exchange-traded funds (ETFs) are passively managed investment funds that track the performance of a basket of pre-determined assets. It can be the SA Top…
You and your client decide to create a Trust as part of his/her estate planning process. The next question therefore is: What are…
America The US inflation rate rose to 5% in May 2021 – up from April’s 4,2% and March’s 2,6%. At the same time, there is…
Tax filing season for individuals officially began on Thursday (July 1), and runs to 23 November, and falls in a time where the…
If you own assets outside of South Africa, your estate may have foreign tax liability upon your death. These foreign estate taxes, also…
The benefits of diversifying offshore – across different sectors and geographies – are well-known, especially in a country that represents less than 1%…
Smart homes offer convenience in terms of home automation, security, resource efficiency and commerce: from the comfort of your couch, you can control…
In the context of estate planning, a Trust may be described as follows: “It is a legal relationship which has been created by a person…
“Wealth consists not in having great possessions,” the Stoic philosopher Epictetus once said, “but in having few wants.” Sounds wise. But that doesn’t keep people from…
In the absence of a written agreement, the courts will have very little to rely on when making a determination. I have a…