Where you are “at” in life, will determine your strategic plan for your estate, and which techniques to use in order to implement in the plan. Each plan will be unique and structured according to an estate planner’s own unique set of circumstances, goals and objectives, and reviewed regularly to take account of personal and legislative changes.
Who needs to do Estate Planning? Read More »
Trusts have recently come under the spotlight from a SARS perspective. With the recent amendments, it is important for a trustee to fully understand their role and responsibilities.
Trusts – What are the Liabilities of Trustees Read More »
With the end of the 2019 tax year fast approaching, it is important to ensure you are making full use of the allowable contributions to both Retirement Funds and Tax Free Savings accounts prior to the end of February 2019.
Tax Year End – ‘Tis the season Read More »
The primary reason that countries engage in protection is to promote the economic strength of the home country, including employment, often at points when the global economy is weak, or when there is rising competition from foreign participants. Through stronger local industry a country becomes less reliant on imports from foreign nations, providing a stronger base from which to direct its own growth policies.
Do we need to worry about Trade Wars? Read More »
Having a Will is arguably one of the most important things you can do for yourself and your family. Not only can a Will legally protect your family and assets, it also gives you the comfort of knowing that the rewards of your life\’s work will be distributed and managed according to your wishes, once you have passed on.
What to consider when preparing your Last Will & Testament Read More »
As we face the uncertainty of what the New Year will bring, we would like to take stock of the year 2017 and some of the major events that affected investments and the world as we know it.
From the financial advice team – January 2018 Read More »
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 »
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\’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 »
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