certified financial planner
Present bias may convince us to pay more for a product in return for same-day delivery, for instance, or choosing a motor plan with a large balloon payment because the monthly instalments are lower.
For those who find themselves caring for parents who have been diagnosed with dementia or Alzheimer’s disease, this anomaly can be an incredibly frustrating one as they generally face a situation where they are unable to take control of their
To ensure that your creditors are notified of your intention to amend your marriage contract, you will be required to publish a notice to creditors in two local newspapers (one English and one Afrikaans) as well as in a government
We often take for granted how much changes over the course of single year and, while you may feel confident that your Will is up to date, it’s worth taking out your Will to double-check its contents. At the same
Investments are taxed in different ways depending on the nature of the investment vehicle, so it is important to understand what tax you will be liable for if and when you make a withdrawal from the investment.
In the context of one’s estate plan, note that once the trustees have made their determination, the proceeds will be paid directly to the beneficiaries and/or nominees and, as such, these assets fall outside of the deceased estate and are
The acquisition of foreign assets subsequent to drafting your will may necessitate a review of your will, although this would depend on the nature of the asset and the jurisdiction in which it is held. Generally speaking, a foreign will
The proceeds of business assurance policies are not considered deemed property in a deceased estate and therefore provide an exception to the general rule when it comes to calculating the dutiable estate. To qualify for an exemption, the buy-and-sell insurance