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THE INFORMATION THAT CAN KEEP A DECEASED ESTATE FROZEN As if the distress of losing a loved one was not enough, the process of winding up their estate immediately following their death can prove overwhelming to a grieving family. But if they cannot promptly produce the legally required information, that critical source of funds may …

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WHAT CAN HAPPEN TO YOUR FAMILY IF YOU HAVE NO WILL? Between 70 and 80 percent of South Africans do not have a will to protect their loved ones in the event of their untimely death.

QUESTIONS ASKED BY SOUTH AFRICAN EXPATS RETURNING HOME There are many South Africans working abroad who have made the decision to return to their home country. For many, the pandemic was the roll of the dice that sealed their fates. For others, the idea of being far away from extended family was the drawing card …

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SOUTH AFRICANS CREATING OFFSHORE WEALTH BY SWITCHING SA LIFE POLICIES TO DOLLAR Reflecting their bearish view on the rand, South African expatriates holding rand-denominated life policies are increasingly opting to convert their policies to the dollar, providing a hedge to the rand while exempting them from domestic estate tax. READ MORE Featured in “By taking …

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WHY YOU NEED TO KEEP A SOUTH AFRICAN MEDICAL AID WHEN WORKING INTERNATIONALLY Moving from South Africa is not as simple as packing up your bags, jumping on a plane and setting up abroad. There are many considerations from a financial, tax and relocation perspective including potential risks, especially when it comes to healthcare. READ …

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#BUDGET2022 | SOUTH AFRICAN EXPATS REMAIN TOP PRIORITY FOR SARS The Budget Review 2022 was far from a “good news” budget for South Africans working abroad (“expats”). For the 5th consecutive year, there has been changes proposed that clearly indicate that SARS is still targeting expats and view them as low-hanging fruit to boost revenue …

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HOW TO OPTIMISE YOUR TAX DEDUCTION WITH A RETIREMENT SAVINGS VEHICLE The start of a new calendar year is closely followed by the ending of a tax year and with this comes the anxiety and uncertainty of trying to determine whether your tax affairs are in order or how you can optimize your upcoming return. …

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RISING SCHOOL FEES LEAVE PARENTS ON EDGE With the costs of modern-day schooling, it is nearly impossible to save up for your children’s educational needs, let alone their extra-curricular activities. As a result, parents are desperately looking for ways to curb future financial demands or to better prepare themselves for the unforeseen expenses of their …

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NEW YEAR, NEW YOU – HEALTHY LIFESTYLE HABITS CAN IMPACT YOUR LIFE AND MEDICAL COVER New year’s resolutions are famous for never making it past February. While it is perfectly normal to envision a new or improved version of ourselves, we seldom consider the impact these aspirations could hold over our life insurance or medical …

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WHAT ARE THE PROS AND CONS OF HAVING LIFE INSURANCE? Whether you have made life-altering decisions during 2021, or you are parting ways with your current broker to re-evaluate your risk cover, there has never been a better time to consider all your options. During this reviewing period, many people fall into the trap of …

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