Living annuity restrictions eased for cashflow

by Neil Ambrose | Jun 2, 2020

For a four-month period starting 1 June, the South African government is making some important changes to living annuity drawdowns, which could presen...

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UK visa centres open for business

by John Dunn | May 27, 2020

Visa centres both in the United Kingdom and around the world will start operating from as early as 1 June.

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Why a personal asset log is so important

by Sherron Alexander-Bedingfield | May 27, 2020

With so many people stuck indoors during lockdown measures around the world, now is a great time to put your affairs in order. Keep track of your impo...

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Capital gains tax explained

by William Louw | May 19, 2020

While a large number of property transactions may not cause you to have to pay capital gains tax, understanding how it can affect your sale should you...

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Entering phase 2 of COVID-19: Financial markets deep dive

by Mike Abbott | May 14, 2020

Amongst our clients and some commentators there’s some surprise at the recovery in financial markets as the economic shock of the COVID-19 situation ...

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The challenges of creating a will during lockdown

by Sherron Alexander-Bedingfield | May 12, 2020

A valid will is incredibly important to ensure your assets go where you want them to after you’re gone. We look at the decisions that go into creating...

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Wealthcast: The state of the UK mortgage market – current and future

by Staff Writer | May 5, 2020

Financial planners and UK mortgage specialists Ian Henning, Neil Ambrose and Bill Monty discuss the current state of the UK mortgage market and what i...

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Here’s how South African tax residents and non-South African tax residents are taxed differently

by William Louw | May 2, 2020

The Covid-19 lockdown and the measures being taken to mitigate it, are severely impacting the South African fiscus.

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Cross-border financial planning considerations for your move to Portugal

by Cláudia Mendes | Apr 29, 2020

If you were thinking of moving to Portugal in 2020, but the COVID-19 pandemic has delayed your plans, this could be the perfect opportunity to plan yo...

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