tax deductions
The couple’s retirement horizon effectively spans from the day the older spouse retires to the day the younger spouse dies, and this can make retirement scenario planning and modelling somewhat challenging.
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.
If the PBO qualifies in terms of Section 18A of the Income Tax Act, a donor can deduct the value of the donation from their own income tax, subject to certain ceilings. Donations made to a charity that is not
Taxpayers are required to declare their worldwide foreign income sourced from a foreign employer while working in South Africa and/or abroad, and, to facilitate this, SARS has included three new fields for foreign earners.
Paying off a bond is a long-term commitment and is generally the most cost-effective debt one is likely to access in one’s lifetime. As such, it is important to take a step back and holistically review your financial objectives over
Disability insurance is one of the most complex when it comes to the long-term insurance industry, so ideally seek the advice of an independent advisor when it comes to analysing your income protector. Understanding the nuances of your cover and
If you intend to keep the marital home after your divorce, make sure that it makes financial sense for you to do so. Sentimental attachment to the marital home can blind you from making decisions that are in your financial
As a TFSA investor, you are permitted to invest up to R36 000 per year towards your account, with a lifetime contribution limit of R500 000. But, any withdrawals that you make from your TFSA will be deducted from your
