The first half of 2017 has provided us with much of the political and economic uncertainty that market commentators have warned of in recent years. It has almost become the “new normal”.
From the financial advice team – July 2017 Read More »
Despite previously concluding that a wealth tax would not be appropriate for South Africa, the Davis Tax Committee, on 25 April 2017, released a media statement calling for written submissions on the introduction of …
POTENTIAL WEALTH TAXES TO BE INTRODUCED IN SOUTH AFRICA Read More »
2017 is shaping up to be a better year than 2016, economically speaking, as we experience tailwinds from the US economy that grew at 1.6% in 2016 and is expected to grow at 2.3% this year…
From the financial advice team – April 2017 Read More »
2016 showed that the voices of the many truly do drown out the voices of the few. Irrespective of one’s personal views on whether or not the decisions made at ballot boxes…
From the financial advice team – January 2017 Read More »
This segment of our October 2015 newsletter is a good illustration of how unpredictable global investment markets and geo-politics can truly be…
FROM THE FINANCIAL ADVICE TEAM – OCTOBER 2016 Read More »
The Davis Tax Committee (the “DTC”) has been tasked with reviewing South African Tax Policy and providing recommendations for improvements to the policy framework. Their reports are advisory in nature and it is the prerogative of Minister of Finance to determine whether or not any of the recommendations will become law after following the necessary
The Davis Tax Committee releases its final report on Estate Duty Read More »
As we commence the 3rd quarter of 2016, we reflect on the first 6 months of the year where global market volatility and political uncertainty remain the norm.
From the financial advice team – July 2016 Read More »
The Davis Tax Committee\’s First Interim Report on Estate Duty (“DTC Report”) was released for public comment on 13 July 2015 and was met with wide debate and criticism. Although only in draft form, the report delivered some indications of potential changes to the trust tax regime in South Africa.
Expected changes to taxation relating to local trusts. Read More »
The period ending March 31st 2016 can aptly be described as a roller-coaster first quarter in global markets. Despite the US Dollar and British Pound being under a fair amount of pressure, the period has proven to be the best quarter in decades for gold and global bonds.
We have seen the US Dollar slide to a 7 week low against the Euro and is on track for its biggest quarterly decline in 5 years ….
From the financial advice team – April 2016 Read More »
As of 1 March 2015, Tax Free Savings Accounts became available to South Africans. Utilising these accounts could result in considerable benefits for long-term investors by earning “tax free” income and capital gains.
TAX FREE SAVINGS ACCOUNT (TFSA) – AN OPPORTUNITY NOT TO BE MISSED Read More »
Independent Wealth Managers (Pty) Ltd
Directors: M I Attridge, G W Hill
Reg no: 2003/023709/07
VAT Number: 4830208494
Authorised Financial Services Provider 3145
Independent Wealth Managers
(Advisory) (Pty) Ltd
Directors: M I Attridge, G W Hill,
S B Matthews, J K von Mollendorff
Reg no: 2008/014780/07
VAT Number: 4870257682