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 »
The year 2015 will certainly be remembered as one of change, uncertainty and volatility.
As we proceed into the New Year, we would like to take the opportunity to thank all of our clients for the continued support and wish you the very best for 2016.
Advice from the financial team – January 2016 Read More »
Having a Buy and Sell Agreement in place is essential for both succession and estate planning. In the event of you or one of your business owners passing away or becoming disabled, it is vital to ensure the continuity of the business and to provide reassurance that the wealth locked-in to the business can be enjoyed by the affected family.
Business Continuity Read More »
For some time we have mentioned that market valuations have been elevated, not only in South Africa, but also in other parts of the world following the rise in prices. Although many investment specialists alluded to some form of market correction at some point, the volatility over the past few months has made investors somewhat uneasy.
Advice from the financial team – October 2015 Read More »
As we commence with the second half of 2015, we reflect on the past 6 months in which global uncertainty and volatility have remained the norm. Global growth has disappointed, especially, but not surprisingly in oil exporters and forecasts continue to be revised downwards.
Advice from the financial team – July 2015 Read More »
The introduction of tax-free saving accounts on 1 March 2015 could result in considerable benefits for long-term investors as investors utilising these accounts earn “tax free” income and capital gains.
Tax Free Investment Accounts 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